Client Services Administration Team Leader

Client Services Administration Team Leader

Location: Bath
Contract: 12-month FTC

We’re looking for a Team Leader to manage a busy Client Services Administration team, ensuring exceptional service delivery to advisers and clients. This role involves overseeing day-to-day operations, meeting SLAs, resolving escalated queries and complaints, and driving process improvements.

Key Responsibilities

• Lead and support the team to deliver accurate, timely administration
• Investigate and resolve complaints, breaches, and escalations
• Ensure compliance with FCA regulations and Treating Customers Fairly principles
• Manage risk and maintain data security standards
• Conduct regular one-to-ones, appraisals, and training plans
• Support recruitment, resource planning, and team development

What We’re Looking For

• Minimum 1 year in a supervisory or team lead role
• Excellent organisational and communication skills
• Ability to prioritise and work under pressure
• Proactive approach to problem-solving

Desirable

• Wrap platform experience
• Financial services qualifications (IOC or CII)
• Knowledge of CASS and COBs rules
• Strong knowledge of SIPP, Drawdown, GIA, ISA, and Offshore Bonds

Benefits

• Hybrid working (minimum 3 days in office)
• Professional development support, including industry qualifications
• Competitive package and inclusive culture

We welcome applications from all backgrounds.