Team Leader: Administrative Support Specialist at a Wealth Management firm
The Salary range for a Client Support Team Leader is up to £35,000 + Bonus & hybrid working 4 days in the office and 1 from home
Are you ready to play a pivotal role in our thriving Wealth Management practice? We're seeking a proactive Administrative Support Specialist to oversee and delegate work efficiently within the Client Support team assisting the Financial Advisers. As a key player, you'll ensure that all incoming tasks are handled promptly and effectively.
About Us:
- We're a forward-thinking practice committed to excellence.
- Our team collaborates seamlessly to achieve outstanding results.
Your Role: As an Administrative Support Specialist, your responsibilities will include:
- Work Delegation: Efficiently assign tasks within the PODs, creating specific workflows.
- Third-Party Coordination: Liaise with contractors, such as Virtual Support, to maintain high standards.
- Case Tracking: Ensure timely updates on all ongoing work.
- Advisor Expectations: Be the communication channel for the administration team.
- Technical Assistance: Provide high-level support to the Practice.
- Pre-meeting Preparation: Assist with arrangements and post-meeting follow-up.
- Client File Management: Accurately update records on Salesforce CRM.
- Training: Mentor less experienced team members.
- Application Processing: Record management information and progress applications.
- Client Communication: Handle incoming calls confidently and professionally.
- Review and Suitability Letters: Prepare and take full responsibility for client files.
Requirements:
- Industry Experience: Previous work in an IFA or Wealth Management environment.
- Regulatory Knowledge: Stay up-to-date with relevant regulations and legislation.
- Ready to shape our success? Apply now and be part of our dynamic team!