Overview
Client Services Team Leader, Financial Planning Jobs in Taunton, UK at Albert Goodman
We’re looking for a proactive and people‑focused Client Services Team Leader to join our Financial Planning team in Taunton. In this support role, you will lead our team of administrators, working closely with our Financial Planning Consultants to ensure the seamless delivery of exceptional client care and operational efficiency.
Key responsibilities
Provide team leadership with administrative support across all stages of the client journey. Conduct team reviews, help train staff and ensure we follow correct processes on the Intelligent Office Database. Manage new business applications through to completion, prioritising client care and satisfaction. Communicate regularly with clients, product providers and internal teams to ensure timely and accurate completion of new and ongoing business, all to a high service standard.
What
We Need From You
- Previous experience managing administration teams
- Experience in a similar role, including the use of Intelligent Office client database/back‑office system
- Awareness of FCA compliance requirements
- Interest in progressing with industry qualifications
- Great communication skills and the ability to organise and prioritise your workload
- A love of working in a team, with a focus on client care
We understand that not everyone will come with these exact requirements. If your experience isn’t a complete match but you feel you could bring a lot to AG, we’d still encourage you to apply so that we can learn more about you!
What We Can Give You In Return
- A minimum of 25 days holiday which increases with length of service, plus the option to buy and sell holiday
- Payment of any professional subscriptions relevant to your role
- Life assurance, which includes access to a smart health app
- An employee assistance programme for you and your family
About AG
Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5,000 local and national businesses and individuals. We are friendly, fair and forward‑thinking with a can‑do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful
.
Our people are vital to our continued success and we are always looking to train and develop individuals who could be our future Partners and leaders.
Albert Goodman is committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer and offer an environment where candidates and colleagues feel valued. We ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences that help drive our business forward and make this an exciting firm to be part of.
What
Sets Us Apart
A career at Albert Goodman can be varied and rewarding. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take.
We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions and perspectives.
We make a positive difference to those with whom we work, as well as in our communities and the environment, and are immensely proud to have secured B Corp status in 2023.
We have previously been named the best companies’ number one accountancy firm to work for in the UK, as well as a “World Class Place to Work”. We’ve recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people!
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Title: Client Services Team Leader, Financial Planning
Company: Albert Goodman
Location: Taunton, UK
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