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Financial Services

St Asaph


Type of Position: Client Administrator Team Leader - St Asaph
Pay: £30k - £40k

Client Administrator Team Leader - St Asaph

Our client is looking for a Client Administrator Team Leader to join their team. You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, providing crucial support to our Financial Planners, ensuring they and their clients receive outstanding service. Your remit will include team management, organisation, and providing a coaching environment to support your team on their career paths.



  • Leading a team supporting day to day tasks, being that point of escalation and using data to highlight accuracy, performance, and SLAs
  • Processing new business applications.
  • Liaising with 3rd party providers and using provider platforms.
  • Good knowledge of CRM (we use Xplan) IO or similar system. 
  • Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.
  • Communicating directly with clients and addressing their needs promptly.


Skills and Experience

  • Experience in a Wealth Management, Financial Planning or IFA firm.
  • Indepth knowledge of pensions, investments, mortgages and protection
  • Great communication skills, highly organised, thrives when developing a team and gaining great outcomes.
  • Intermediate Excel skills - e.g. Pivot tables.
  • Capable of fact finding and analytical thinking.
  • Enjoy building an innovative team growing a culture of collaboration.
  • Excellent communication skills, both written and verbal, with the confidence to engage with internal colleagues and external clients.
  • Superior planning and organisational skills.
  • Proven ability to work on own initiative.
  • Proven high level of customer service.
  • Strong attention to detail and commitment to provide excellent ongoing service.
  • Ability to work unsupervised while managing own workflow and workflow of the team 


If you are interested in this position, please email your CV to 

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