Financial Services Administration Team Leader
🔒 Confidential Employer
Posted 7 May 2026
LOCATION
Chester
TYPE
Full-time
LEVEL
Mid-Senior level
SALARY
£33,000 / year
CATEGORY
Finance & Accounting
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion
SKILLS
Wealth Management
Financial Planning
Team Leadership
Pensions
Investments
FCA Compliance
Attention to Detail
Xplan
FULL DESCRIPTION
Financial Services Administration Team Leader
Chester, Salary £30,000 – £33,000 + Bonus | Hybrid Working
Hiring a Financial Services Administration Team Leader for a growing wealth management / financial planning firm. Ideal for someone with experience in financial services, pensions, investments, and team leadership looking to step up.
Key Responsibilities
- Lead and develop a team of Wealth Management Administrators
- Manage workloads and ensure SLA delivery
- Oversee pensions, investments, and client administration
- Ensure compliance with FCA regulations (file checks, QA)
- Improve processes and report on KPIs
- Liaise with providers and resolve complex queries
Requirements
- 2+ years in Wealth Management / Financial Planning / Financial Services
- Team leadership or supervisory experience
- Knowledge of pensions, investments, and FCA compliance
- Strong attention to detail and organisation
- Desirable: Xplan or similar systems
Apply
Apply now if you have experience in wealth management, financial services, pensions, investments, and team leadership.
Sign up free — access 45,000+ UK sponsor-licensed jobs