Personal Wealth Support Team Leader

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Job description

Would you enjoy helping create a dynamic culture focussed on client service?

Could you help us build our business as we endeavour to shape the future of Financial Planning?

The role

Our Client Support team are at the forefront of the hubs administration, creating delivery of great client service for end-to-end journey, administrative procedures, building trust and surpassing our clients expectations. The Personal Wealth Support team provide a first class service to our new and existing clients as well as supporting the Personal Wealth Advisers to give more advice to more clients.

Reporting to the Head of the Client Support, you will be responsible for the team, their development, training and the operational day to day management. You will be an inspiring individual, who will strive for success and have experience in delivering exceptional Client experience, operational management and ensuring that we are available for potential clients when they need us to be. You will lead and coach the team from the front, to be best in class at talking to and engaging with clients.

Through the team, you will ensure that great service is delivered to clients and will help in ensuring the team keep abreast of processes and procedures. Our vision is to ensure that all clients find it easy to business with us and that we provide a first class service at all times. You will also be responsible for managing the teams workflow and identifying and acting on any pinch points that may arise in the operation.

You will have a strong background in delivering exceptional client service and leading a team, along with a good understanding of managing workflow.

What you'll be doing

• Leading the Personal Wealth Support team, typically around 12-15 colleagues

• Building successful relationships with clients and Personal Wealth Advisers

• Ensuring every SPW client receives outstanding service

• Maintaining consistent delivery of service from the team

• Coaching and training the team

• Managing the workflow for the team

• Identifying trends and acting on them

• Monitoring and maintaining quality of service from the team

• Identifying, reviewing and where appropriate implementing improvements to processes/procedures and ways of working to contribute to business efficiency goals and/or to improve the customer experience

• Overseeing the provision of supplies and equipment

• Assisting with the organisation of key regional meetings

• Overseeing the booking of transport and accommodation

• Assisting with organising regional events or conferences

• Assisting with organisation of local client events and webinars

Your qualifications & experience

• Operational management background. Highly inquisitive, able to work and communicate with a diverse range of people and skill sets

• Good knowledge of financial services industry

• Be a confident and proven collaborator, able to lead a team effectively

• Strong analytical skil

• IT literate with the ability to learn various programs (Microsoft office, Salesforce, Clobba)

• High attention to detail

• Strong interpersonal skills

• Proactive, pragmatic and enthusiastic approach

• Diary management

• Ability to multitask

• Strong communication skill

• Ability to prioritise effectively using good organisational skills

You belong here

At Schroders Personal Wealth, we welcome all. All colours, cultures, genders, beliefs, religions, ages, people.

We depend on the unique approaches of our team members to help us meet our ambitions.

We are committed to increasing diversity across our team and ensuring that Schroders Personal Wealth is a place where people from all backgrounds can make an impact and reach their potential.

Work in a way that works for you

When it comes to flexible working, we'll do our best to accommodate your needs with our flexible working policy. Please enquire in your interview.

What we'll give you

You can expect a career that's full of opportunity and support to help you develop. We offer a competitive total reward package, which means you share in the success you help create.

• A market leading defined contribution pension scheme.

• An additional 4% of your annual salary in a Flexible benefits package that you can select and pay for conveniently via a salary deduction or take as cash.

• 25 days holiday allowance plus bank holidays.

• An incentive scheme, based on the company's performance and your contribution to it.

About us

Schroders Personal Wealth combines over 400 years of expertise from Lloyds Banking Group and Schroders plc, two leading British companies partnering to bring financial planning services to more people in the UK.

Our focus is on the personal relationship we develop with our customers, underpinned by leading edge technology, multi-channel customer reach and global investment expertise.

We aim to become a top UK financial planning business within five years. Would you like to be part of making this possible?

Join us

Does this sound like a role that you'd like to know more about? If like us, you're more motivated by customers than by targets, and you'd thrive in a culture that is values and client led - then we'd love to hear from you.