Designing and delivering structured training & development programs, induction plans, and learning content tailored for early-career professionals, as well as our experienced team members
Providing hands-on line management, including regular 1:1’s as well as providing mentoring, coaching and guidance to junior team members, fostering a collaborative learning environment
Supporting acquisition integrations, by onboarding team members, aligning processes, and ensuring a smooth transition
Supporting initiatives that simplify operations, improve efficiency, and ensure consistency across all locations
Creating an environment where team members feel supported, motivated, and aligned with our values
Ensuring our people have the skills, tools and confidence to deliver outstanding client experiences

Proven experience in training delivery, coaching, or mentoring, ideally within a Wealth Client Services or Financial Planning environment
Strong understanding of Client Services processes, systems, and regulatory requirements
Ability to simplify complex processes for junior team members
Strong organisational skills with the ability to manage multiple priorities and deadlines
Strong proficiency in Microsoft Office and collaboration tools (e.g., SharePoint, Teams)
Ability to design scalable, repeatable training content using technology-based solutions
Proactive, organised, and passionate about developing talent

A flexible approach to work
balancing working from home, in office or with clients
Support with career growth and qualifications
A generous holiday entitlement
An enhanced parental leave policy
An enhanced pension scheme
No dress code – just “wear something!”
A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
Volunteering opportunities to work closer with local communities and charities

Wealth Client Services Team Leader

Key skills