Customer Service Team Lead
Freetrade —London
- £48,000 - £65,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Leadership
Junior Investment Analyst (Graduate)
Seven Investment Management —London
- Customer service
- Writing skills
- Analysis skills
2d
Associate Manager, Premium & Wealth
Coinbase —London
- £71,600 a year
- AI
- Leadership
Client Service Executive (Investment Management)
Morris Jane Associates —London
- £40,000 - £45,000 a year
Junior Business Development Executive
Data Intellect —London
- Full-time
- Hybrid work
- Business development
- Financial services
- Referral programme
Quick apply
11d
Wealth Manager
Davy —London
- Full-time
- Hybrid work
- Business development
- Communication skills
- Employee assistance programme
Quick apply
6d
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
- Employee assistance programme
Manager - BCG Vantage - Principal Investors & Private Equity
Boston Consulting Group —London
- Full-time
- English
- Research
- Bachelor's degree
Junior Investment Analyst (Graduate)
7IM —London
- Customer service
- Writing skills
- Analysis skills
3d
Project Manager- Wealth and private banking
Izertis —London
- Full-time
- Hybrid work
- Analysis skills
- Agile
- Communication skills
Quick apply
Senior Manager, Sales - Account Management
Remote —London
- £180,050 - £270,100 a year
- Remote
- English
- Presentation skills
- Leadership
- Annual leave
- Gym membership
2d
Portfolio Analyst
Investec —London
- Computer literacy
- Analysis skills
- Presentation skills
Relationship Manager
Deutsche Börse —London
- Hybrid work
- English
- Presentation skills
- Bachelor's degree
- Free parking
- Flexible schedule
Associate, Business Intelligence - Global Private Wealth (EMEA & APAC)
HarbourVest Partners —London
- Full-time
- Hybrid work
- Salesforce
- Master's degree
- Analysis skills
Investment Administrator - Client Transitions
Arbuthnot Latham —London
- Computer skills
- Communication skills
- Banking
Product Manager
Investec Bank - Experienced Hire —London
13d
Investor Relations
PICTET —London
- AI
- Communication skills
Investment Sales (Floor) Manager
SSV Capital PLC —Canary Wharf
- £36,000 - £48,000 a year
- Full-time
- Business development
- Bachelor's degree
- Mentoring
Quick apply
7d
Marketing Manager
Hackstons —London
- £55,000 - £65,000 a year
- Management
- Analytics
- Employee discount
Senior Product Manager
Stream —London
- £70,000 - £110,000 a year
- Hybrid work
- Financial services
- AI
- Annual leave
Quick apply

I want to receive the latest job alerts for wealth manager in canary wharf, gtl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth manager jobs near canary wharf, gtl

Customer Service Team Lead

Freetrade
London

Apply Now

Job details

Full-time
£48,000 - £65,000 a year

Qualifications

Stakeholder collaboration
Stakeholder liaison
Internal department liaison
Continuous improvement
Continuous improvement cycles oversight
Team management
Customer support
Customer interaction
Leadership
Communication skills
Rota coordination

Full job description

Location

London

Address

London

Employment Type

Full time

Location Type

Hybrid

Department

BusinessOperations

Compensation

£48K – £65K • Offers Bonus

OverviewApplication

About Freetrade

Freetrade’s mission is to become the default place to invest. Investing has been too complicated and expensive for too long, keeping millions from making the most of their savings.

We’re changing that.

We’re building our team and looking for people who are excited to reshape how our customers invest and grow their wealth. If you’re driven by solving complex problems and building innovative products, you’ll fit right in.

2026 is a big year for us. Last year, we announced a game changing deal to become part of the IG Group. We’ll continue to operate as an independent business while gaining access to the resources and support of an established leader in the space.

This year, we’re accelerating our roadmap and taking our products to the next level. We’re building new features like mutual funds, bonds, and family investment tools. We’re also exploring how we can leverage AI to deliver an even better experience for our customers.

About the Role

As the Customer Service Team Lead at Freetrade, you will be the driving force behind a dedicated team based in our London and Budapest hubs. You will own the day-to-day management of team workflows and capacity, creating a high-performing, customer-obsessed team environment, using clear leadership, strong judgement and continuous improvement to make sure we deliver the best possible experience for Freetrade customers.

What you’ll do

Champion a customer-first mindset across the team, ensuring decisions are made with the customer experience in mind
Communicate with customers through email, in-app chat and, as our support channels evolve, phone
Use customer insight, performance data and frontline feedback to identify opportunities to improve service quality, speed and consistency
Coach agents deliver clear, empathetic and high-quality support, helping them understand the impact their work has on customers
Lead by example in creating a culture of ownership, accountability and continuous improvement
Oversee and coordinate day-to-day customer service workflows, ensuring work is prioritised and allocated effectively
Provide first-line leadership and act as the first point of escalation for operational and team queries
Take ownership of manager-level customer escalations, resolving complex or sensitive cases while balancing customer outcomes with business needs.
Monitor team performance, customer demand and service levels, identifying risks and addressing issues early
Balance team capacity through effective rota management, holiday planning and sickness cover
Partner with the department manager to align priorities, remove blockers and share best practice
Drive continuous improvements to workflows, processes and ways of working that enhance the customer experience
Foster a collaborative, supportive and high-performing culture across our London and Budapest teams
Keep communication clear and consistent between the team and Customer Service leadership
Visit our Budapest office every one or two months.

About you

A genuinely customer-obsessed mindset, with a strong desire to improve the quality, consistency and empathy of customer support
Experience leading teams in a customer-focused environment, with the ability to coach others to deliver excellent outcomes
Strong judgement and ownership, with the confidence to make decisions that balance customer needs, team capacity and operational risk
A continuous improvement mindset, with curiosity about how processes, tools and behaviours can create a better customer and agent experience
Experience working in operations within a regulated, high-quality or customer critical environment, financial services experience would be a plus
Leadership or people management experience, with a track record of coaching and developing others Excellent organisation, communication and stakeholder management skills, with the confidence to lead day-to-day operations
A proactive mindset, with strong decision-making, prioritisation skills, and the ability to identify and drive improvements

Our interview process

We keep things simple and transparent. You’ll meet one of our Talent Partners to make sure we are a good match for each other, typically followed by:

Leadership & Operations Interview

Final on-site Values Interview

Hybrid working culture

We work from our central London and Budapest offices on Monday, Tuesday, and Thursday, leaving Wednesday and Friday for dedicated focus time at home.

We believe in the power of in-person collaboration to build a strong culture, but we know life happens. If you have caregiving or personal responsibilities that require extra flexibility, let’s talk about it.

We are an Equal Opportunity employer committed to a diverse and representative team. Whatever your race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability - we want to hear from you.

To find out more about how we look after your personal data when you apply for a job with us, please see our Recruitment Privacy Policy here.

Please note we are not accepting agency CVs.

Compensation Range: £48K - £65K

Apply Now

Refine Your Search

wealth manager jobs in canary wharf, gtl

Customer Service Team Lead

Junior Investment Analyst (Graduate)

Associate Manager, Premium & Wealth

Client Service Executive (Investment Management)

Junior Business Development Executive

Wealth Manager

Trainee Wealth Manager

Manager - BCG Vantage - Principal Investors & Private Equity

Junior Investment Analyst (Graduate)

Project Manager- Wealth and private banking

Senior Manager, Sales - Account Management

Portfolio Analyst

Relationship Manager

Associate, Business Intelligence - Global Private Wealth (EMEA & APAC)

Investment Administrator - Client Transitions

Product Manager

Investor Relations

Investment Sales (Floor) Manager

Marketing Manager

Senior Product Manager

I want to receive the latest job alerts for wealth manager in canary wharf, gtl

Related Searches

Explore jobs in more locations

Location

Address

Employment Type

Location Type

Department

Compensation

About Freetrade

Jobseeker tools

Employer Tools

Browse

Stay Connected