Financial Services Administration Team Leader
Chester, Salary £30,000 – £33,000 + Bonus | Hybrid Working
Hiring a Financial Services Administration Team Leader for a growing wealth management / financial planning firm. Ideal for someone with experience in financial services, pensions, investments, and team leadership looking to step up.
Key Responsibilities
- Lead and develop a team of Wealth Management Administrators
- Manage workloads and ensure SLA delivery
- Oversee pensions, investments, and client administration
- Ensure compliance with FCA regulations (file checks, QA)
- Improve processes and report on KPIs
- Liaise with providers and resolve complex queries
Requirements
- 2+ years in Wealth Management / Financial Planning / Financial Services
- Team leadership or supervisory experience
- Knowledge of pensions, investments, and FCA compliance
- Strong attention to detail and organisation
Desirable
Xplan or similar systems
Apply
Apply now if you have experience in wealth management, financial services, pensions, investments, and team leadership.
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