Wealth Management Team Leader - Chobham

Wealth Management Team Leader - Chobham

Our client is offering an exciting opportunity for an experienced Team Leader to support a well-established and growing Financial Service practice and play a key role in supporting the Advisers in a smooth client servicing process. They will be the first point of contact for clients responsible for client administration generated from client meetings, diary management, liaising with providers, business submission and incoming telephone calls, email, and queries.

We are seeking an individual who has 2-3 years experience with St James Place and wants to develop into a management role overseeing the administration team. The successful candidate will be willing to study and develop, whilst following the inhouse training programme. All training will be supported and paid for by the company.

The Practice represents a FSTE 100 brand and has seen its success grow through the ethos of offering quality, face-to-f...