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Client Services Team Leader - Investment Group - Bournemouth, Dorset, United Kingdom, BH1


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


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