Client Services Team Leader – Wealth Management

About the role

We are seeking an experienced Client Services Team Leader to oversee a growing administration and PA support team within a well‑established wealth management firm. You will ensure advisers receive first‑class operational support while delivering an outstanding client experience across multiple offices.

Key responsibilities

• Lead, coach and develop a team of Wealth Administrators and PAs.
• Manage workloads, capacity and service levels across several locations.
• Conduct regular 1‑2‑1s, performance reviews and support employee development.
• Act as the main escalation point for complex client and wealth administration queries.
• Collaborate with advisers, paraplanners and compliance to maintain high client service standards.
• Identify and implement process improvements to increase operational efficiency.

Required profile

• Full UK driving licence and willingness to travel to other offices monthly.
• Previous experience in wealth management or financial planning.
• Experience leading or supervising a client support or administration team.
• Strong understanding of financial planning processes and FCA regulations.
• Excellent communication and stakeholder management abilities.

Required skills

• Experience with financial planning back‑office systems such as Intelligent Office.

What we offer

• Hybrid working model.
• 25 days annual leave plus bank holidays, increasing with service.
• Performance‑related bonus.
• Private healthcare.
• Fully covered business travel expenses.