Team leader, investment solutions Work, Jobs in Altrincham, Gtm (with Salaries)

Client Services Manager
Wren Sterling —Wilmslow
- £45,000 - £52,000 a year
- CRM software
- Project management
- Continuous improvement
Quick apply
21h
Service Desk Team Leader
LIMA —Salford
- £50,000 - £60,000 a year
- Employee assistance programme
Customer Operations Team Leader
New Balance —Warrington
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Training & development
- Annual leave
- Employee discount
7d
Team Leader
TK Maxx —Cheadle
- Full-time
- Employee discount
Product Lead
Street Group —Manchester
- £90,000 - £95,000 a year
- Full-time
- Hybrid work
- Team management
- AI
- Communication skills
- Work from home
- Flexible schedule
Quick apply
Aftersales Team Leader
Ormazabal UK —St Helens
- £37,000 - £42,000 a year
- Full-time
- Supervising experience
- Team management
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
7d
Team Leader
Pub & Social - BRA_202 —Timperley
- Part-time
- Customer service
- English
- Team management
- Employee assistance programme
- Employee discount
Quick apply
Investment Manager
Praetura Group —Manchester
- From £6,700 a month
- Full-time
- Financial services
- In-person
- Health & wellbeing programme
- Relocation assistance
Quick apply
Team Leader
KFC —Altrincham
- Up to £14 an hour
- Full-time
- Restaurant
- Employee assistance programme
- Employee discount
4d
Team Leader - Change
General Medical Council —Manchester
- £42,839 a year
- Hybrid work
- Continuous improvement
- Training & development
- Leadership
- Employee assistance programme
- Employee discount
7d
Team Leader Customer Resolution Department
Angel Advance —Warrington
- £32,000 - £34,279 a year
- Full-time
- Analysis skills
- Continuous improvement
- In-person
- Free parking
Quick apply
1d
Service Desk Team Leader
LIMA Networks LTD —Salford Quays
- £45,000 - £50,000 a year
- Full-time
- Computer networking
- Organisational skills
- Leadership
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Head of Programme - GBE-N
Rolls-Royce SMR —Warrington
- £110,400 - £147,000 a year
- Full-time
- Hybrid work
- No degree
- Travel
- Contracts
8d
Telesales Team Manager - Customer Loyalty
Together —Cheadle
- Full-time
- Sales
- Analysis skills
- Supervising experience
Quick apply
HR Operations Lead
Beyond Blue Insight Limited —Manchester
- From £60,000 a year
- Full-time
- Hybrid work
- Management
- Supervising experience
- Human resources
- Employee assistance programme
Quick apply
Team Leader
KFC Altrincham - Retail Park —Altrincham
- Up to £14 an hour
- Full-time
- Training & development
- Restaurant
- Employee discount
4d
Team Leader
Card Factory —Trafford
- Up to £13 an hour
- Customer service
- Leadership
21h
Living Well Goals coordinator
Wythenshawe Community Housing Group —Manchester
- £36,782.54 a year
- Full-time
- Management
- Organisational skills
- Annual leave
- Gym membership
TikTok Live Team Leader
Candy's Cupcakes —Ashton-Under-Lyne
- £26,247 a year
- Full-time
- Hospitality
- Customer service
- English
- Free parking
- Annual leave
Quick apply
Team Leader – Aspire Executive Lounge - Manchester Airport
Swissport International AG —Manchester
- £16.03 an hour
- Full-time
- Hospitality
- Customer service
- Computer literacy
- Free parking
- Employee assistance programme
10d

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team leader, investment solutions jobs near altrincham, gtm

Client Services Manager

Wren Sterling
Wilmslow

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Job details

Permanent
£45,000 - £52,000 a year
21 hours ago

Qualifications

CRM software
Financial Conduct Authority guidelines
Financial planning
Stakeholder collaboration
Client engagement
Stakeholder liaison
Internal department liaison
Microsoft Office Suite
Project management
Continuous improvement
Team management
Conflict management
Organisational skills
Relationship management
Professional development mentoring
Customer interaction
Multidisciplinary collaboration
Root cause analysis
Communication skills
Certificate in Insurance

Full job description

Company Overview

Wren Sterling is a progressive UK-wide independent financial advice business. In complex markets that change frequently, we help our Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs.

Wren Sterling specialises in all aspects of savings, investments and retirement planning to individuals. Through successful partnerships with Building Societies, we deliver independent financial advice to their customers. For corporate clients, we provide advice on engaging employees through the provision of group risk, protection and other employee benefit solutions.

Role Outline

As the Client Services Manager, you will be the primary point of contact between our Financial Planners and our clients, ensuring their needs are met and their expectations exceeded. Your role will encompass a diverse range of responsibilities aimed at fostering strong client relationships, driving customer satisfaction, and maximising retention and revenue. You will work closely with all members of the Operations Management Team and will support the Head of Client Services. The role will be based in our Wilmslow office. There will be a minimum three days a week in the office. Travel between all offices within your location will be expected.

Qualifications:

Essential:

· 5 GCSEs or equivalent (including Maths and English)

Desirable:

· Attainment of or studying towards CII, Chartered Status, RO exams.

· Qualifications relevant to the role such as CMI.

· Batchelors Degree with transferable skills and knowledge to role.

Principle Objectives and Responsibilities include the following, other objectives may be assigned:

· Client relationship Management: Manage the client services team to aid them in building and maintaining strong, long-term relationships with our Financial Planners and our clients. Understanding their business needs, objectives, and challenges to effectively address concerns and provide solutions.

· Client Communication: Serve as the primary escalation point for our Financial Planners, our clients, and internal teams; communicating client feedback, requirements, and expectations accurately and promptly.

· Collaboration: Collaborate closely with the wider Operations Team, Sales, Marketing and Finance to align client needs with Wren Sterling offerings. Coordinate efforts to deliver seamless experiences and exceed client expectations.

· Team Performance: Monitor Key Performance Indicators for the direct team with consideration being made to client satisfaction scores, client retention rates and revenue growth.

· Client Advocacy: Act as a strong advocate for clients; championing their interests and feedback to ensure their voices are heard. Advocate for necessary support and resources to address client needs effectively.

· Continuous Improvement: Stay up to date on industry trends, market dynamics and competitor activities to maintain a competitive edge. Continuously seek opportunities to enhance processes, systems, and services to better serve clients and drive business growth.

Knowledge Required

· Knowledge of the financial planning market including products and services.

· Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job role.

· 1 year plus people management experience in an IFA/Wealth Management environment.

· 3 years plus experience in an IFA/Wealth Management environment.

Skills Required

Essential skills:

Communication Skills
Excellent written and verbal communication skills are crucial for effectively interacting and influencing clients and internal teams. The ability to convey complex ideas clearly and build rapport with diverse stakeholders is highly valued.
Interpersonal Skills:
Strong interpersonal skills are essential for building and maintaining positive relationships with clients, direct teams, and Financial Planners.
Empathetic, patient, and skilled in conflict resolution to address client concerns effectively and manage team dynamics.
Commitment to professionalism, integrity, and confidentiality in handling sensitive information.
Flexibility to adapt to changing business needs and priorities.
Ability to coach, mentor and develop team members effectively.
Problem Solving Skills:
Ability to identify issues, analyse root causes and develop innovative solutions.
Strong problem-solving skills enable the ability to navigate challenges and deliver value to our clients.
Organisational Skills:
Self-motivated with the ability to manage multi-site teams, projects and deadlines simultaneously is critical.
Highly organised, detail oriented and capable of prioritising tasks and workloads to meet client and business needs.
Client Focus
A client centric mindset is essential to understand and anticipate client needs.
Dedicated to delivering exceptional service and ensuring client satisfaction at every touchpoint.
Team Collaboration
Ability to successfully collaborate with internal teams and aligning client needs to business offerings.
Ability to foster cross functional relationships and coordinating efforts to deliver value to clients.
Technical Proficiency
Proficient in use of CRM software relevant to Financial Advisory Businesses such as Intelliflo.
Proficient in the Microsoft Office Suite.

Desirable Skills:

Familiar with data analysis and reporting tools is beneficial for monitoring performance.
Project management

Key Performance Indicators:

The performance of the staff member assigned to this job role function shall be measured by:

· Individual / Team meets financial targets, KPIs and SLAs.

· Internal and external customer satisfaction measures.

· Feedback from senior colleagues, financial planners, and team members.

· Adherence to all company policies and procedures.

· Adherence to compliance and other legal regulatory processes.

The above statements are intended to describe the general nature and level of work being performed by the person taking the role of this job. They are not intended to be an exhaustive list of all responsibilities and activities required of the position.

Pay: £45,000.00-£52,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

team leader, investment solutions jobs in altrincham, gtm

Client Services Manager

Service Desk Team Leader

Customer Operations Team Leader

Team Leader

Product Lead

Aftersales Team Leader

Team Leader

Investment Manager

Team Leader

Team Leader - Change

Team Leader Customer Resolution Department

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Head of Programme - GBE-N

Telesales Team Manager - Customer Loyalty

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Living Well Goals coordinator

TikTok Live Team Leader

Team Leader – Aspire Executive Lounge - Manchester Airport

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