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Wealth Planning Team Lead – Client Services; Hybrid

Job in Chester, Cheshire, CH1, England, UK
Listing for: Prestige Recruitment Group
Full Time position
Listed on 2026-05-15
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 30000 - 33000 GBP Yearly GBP 30000.00 33000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Team Lead – Client Services (Hybrid)
Prestige Recruitment Group is seeking a Client Services Team Leader for a Financial Planning firm in Chester. The role involves leading a team of Wealth Management Administrators, managing workloads, and ensuring compliance with FCA regulations. Candidates should have at least 2 years of relevant experience in wealth management, with strong leadership skills. The position offers a salary between £30,000 and £33,000 plus bonuses, within a hybrid working model.
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