Financial Services Team Leader

This well-established wealth management organisation based on the outskirts of Woking are seeking a Financial Services Team Leader to join their team. You will be joining a growing company that is eager to find an individual that has previous experience within a SJP Practice. Furthermore, this role will be fully office based however with some potential for hybrid working, and you must be a car driver to commute to their location.

A brilliant opportunity for a driven individual that is keen to find their next role within the financial services industry.

• 25 days holiday plus bank holidays
• Company bonus scheme
• Car parking onsite
• Pension scheme
• Study support package

In this role you will be reporting into the Operations Manager and will be managing a team of 3. You will be supporting the advisers with daily tasks to ensure a smooth client servicing process. Your key responsibilities will be:

• Overseeing the administration team and supporting the wider business.
• Supporting the advisers with diary management and client communication, assisting with the administration of client meetings including identifying review meetings to be booked.
• Assisting with pre-meeting research and documentation including gathering information from client files, documents and valuations for the Financial Advisers and uploading to on-line client files as required.
• Assisting with any follow up actions from client meetings.
• Responsible for updates and maintenance of the CRM system, filing and other IT systems.
• Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is gathered in a timely fashion and prepared fully before submitting to paraplanner to write case.
• Responsible for Letter of Authority’s – Delivering letters of authority to our prospects, chasing and compiling the data from providers onto a prospects file and liaising with SJP administration centres and external 3rd parties.
• Support Partner in business submission.
• Managing the client’s financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents.
• Responsible for client facing compliance – completing various forms with client data.
• Preparing presentation documents for Partner & Adviser.
• Completion of various application forms and documentation on the client’s behalf and with their express permission.

• 2-3 years’ experience within a St James Place practice
• Aspirations to develop into a managerial role
• Strong communication skills
• Willing to study/develop in the industry