Private Client Services Team Leader

Page Personnel Finance
£28000 - £33000 per annum
21 Apr 2017
20 May 2017
Contract Type
Full Time

Private Client Services Team Leader position within Wealth Management.

Permanent role based in Guildford with excellent progression opportunities.

Client Details

A growing Dynamic Wealth Management company with Fund Management Activities.


* To ensure that the business continues to 'on board' clients quickly and efficiently maximising the potential of the technology at our disposal

* Acquire thorough working knowledge of the products, services and underlying technology that support the current and future business model

* To ensure overall infrastructure of the office functions including appropriate systems and control meet regulatory requirements

* To work with other team members to review and lead new and existing members of staff to deliver enthusiastic and high levels of services

* Performing back and middle office functions with oversight on team

* Developing and reviewing procedures manual and process workflow

Direct management of junior members of staff


* Minimum 2 years' experience in a private client services role

* Likely previous role in a wealth management/IFA business

* Good understanding of a small office environment and ability to build good team spirit and working relationships

* Ability to use own initiative for problem solving and decision making

* Ability to oversee the administration team and ensure overall operational efficiency

Role based in Guildford

Job Offer

Up to £33k salary depending on experience

Excellent benefits package

Progression opportunities

Role based in Guildford