We’re working with an established and growing financial services business in Bristol that is looking to recruit a Client Support Team Leader to join its operations function.
This is a fantastic opportunity for an experienced Team Leader, or someone ready to take the next step in their career, to lead a team responsible for delivering high-quality operational and administrative support to financial advisers.
The role will focus on managing day-to-day operations, developing team members and driving improvements across processes and service delivery.
Key Responsibilities:
- Lead, motivate and develop client support team
- Oversee daily workloads, ensuring accuracy, efficiency and excellent service standards.
- Identify opportunities to improve processes and streamline workflows.
- Provide guidance on complex cases and support the resolution of escalated queries.
- Support training, onboarding and ongoing team development.
- Monitor team performance and contribute to wider business improvement projects.
What We’re Looking For:
- Experience within financial services, ideally wealth management, financial planning or adviser support.
- Previous team leadership or supervisory experience, or the potential to step into a leadership role.
- Strong understanding of financial services administration and adviser processes.
- Excellent organisational, communication and problem-solving skills.
- A proactive approach to improving processes and developing others.
- A genuine commitment to delivering excellent client service.
This is an excellent opportunity to join a supportive business where you can make a real impact, develop your leadership career and contribute to ongoing operational improvements.