Client Services Team Leader - Investment Group

Recruiter
Nelson Scott LLP
Location
Bournemouth, UK
Salary
Competitive
Posted
28 Jul 2019
Closes
01 Aug 2019
Ref
1120798497
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
This discretionary investment management Group , that provide investment management services and financial planning solutions to private clients with 4 offices in the UK, are recuiting Client Services Team Leader

The role will report to the Head of Client Services and Dealing. The key areas of responsibility are as follows:

• Managing 5 financial planning administrators supporting training needs and building a collaborative team

• Support a number of financial advisers with day to day tasks ensuring the team respond on a timely and accurate basis

• Delighting clients with a professional response to queries and actions

• Ensure that rigorous processes are in place across the team leading to efficient outcomes and accurate data population

The Person

The successful candidate will be a delivery orientated and well organized individual and have :

• Good financial planning technical knowledge, ideally around savings and investments

• Strong interpersonal skills, ideally including experience of managing a team

• A rigorous approach to data accuracy

• Experience in process management and improvement would be an advantage

Remuneration

Generous holiday allowance and benefits (pension, income protection and group life)

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