Administration Team Leader

Recruiter
Reed
Location
Bournemouth, UK
Salary
Competitive
Posted
20 Jul 2019
Closes
28 Jul 2019
Ref
1209779536
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is a well known wealth management practice with offices nationally offering financial services advice on financial planning, taxation, investment management and workplace financial well being to a variety of clients throughout the UK with over £1 billion under management.

A opening within Bournemouth for a experienced Client Services Team Leader has arisen, to assist the Head of Client Services in the supervision of a team of 5 financial planning administrators

Duties...

Supporting training needs of a small team of financial planning administrators

Being a senior contact for any administrative queries

Ensure client queries are dealt with in a highly professional manor

Ensure rigorous processes are in place leading to efficient outcomes and accurate data population

Skills...

Needs to be delivery orientated and well organized

Upto date financial planning technical knowledge

A team player with supervisory/ management experience

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