Team Leader - Wealth Services

Team Leader

Ref: 1223Friday 14 January 2022

Competitive salary with discretionary bonus scheme

Are you an experienced Team Leader with a proven record of training, coaching and developing team members? Do you have Wealth management experience? If so, we may have just the opportunity for you!

Amour Recruitment is delighted to be working with a leading Financial Services provider based in the Temple Meads area, who are looking to add Team Leader to their Wealth Services team on a permanent basis. Successful candidates will lead and manage a team that deals with account openings and closures, stock transfers and payments out for the Wealth management side of the business.

This role is ideal for a current Team Leader looking for a new challenge with a well established, international company with exciting growth plans for 2022!


The Role:

Duties include (but are not limited to):

  • Manage the day to day running of the account opening and payments and transfer teams
  • Create a culture of continuous improvement in the team by improving client experience and outcomes
  • Performance management
  • Ensure the team have an up-to-date library of procedure guides and policies, which are regularly reviewed and updated
  • Assist team member with complex case work, utilising industry and product knowledge
  • Effectively build & manage collaborative relationships across the business
  • Ensure a transparent suite of management information (MI) is available, regularly updated and shared with relevant stakeholders
  • Ensure that adequate risk management and controls are in place across Wealth Servicing


Our Ideal Candidate:

  • Sound knowledge and understanding of Wealth management
  • Product/technical knowledge
  • Proven ability to train, coach and develop others
  • Demonstrable people management skills & experience
  • Relevant industry qualifications (CII or CISI Level 3+)
  • Strong communication skills
  • Excellent organisation and prioritisation skills
  • Undergraduate degree preferred but not essential
  • Proficient in Microsoft Office applications


This is an office based role, based in Central Bristol near Temple Meads train station and hours of work are Mon-Fri 0900-1730.

Benefits include discretionary annual bonus, private medical insurance several excellent voluntary benefits.

Don't worry if you don't tick all of the boxes above, we welcome applications from all candidates regardless of background or experience level. If you're looking for a new opportunity, one of our experienced consultants will be happy to have a confidential conversation with you and give you more details on this or any of our other vacancies with our ever-growing list of clients!