Client Partner Team Leader

Hours: Full time, Monday to Friday, 37.5 per week

Location: Hybrid, split between home and Bristol/Exeter

Founded in 2007, First Intuition (FI) is an award-winning, UK-based provider of accountancy training and apprenticeships that has recently extended its services to offer skills and qualifications across the financial, leadership and digital sectors.

Our success is due to our approach to training and our links with businesses, putting our learners and clients’ interests at the heart of every decision. We work closely with organisations to precisely understand their needs and incorporate these into innovative course designs, where the interaction with learners is tailored, personal and reflects their specific circumstances.

Overview of Role

The Client Partner Team Leader role will lead and support the Client Partner team with a range of duties to ensure the smooth and effective running of our range of apprenticeship and non-apprenticeship programmes.

Key Duties:

• Lead and manage the Client Partner Team, including allocation of key client accounts and ensuring appropriate cover during periods of leave.
• Oversee the effective use of HubSpot CRM across the South West region, collaborating with the Management Team and wider FI South Ltd teams to ensure consistency and best practice.
• Ensure robust onboarding plans are in place for all key client cohorts, with all new sign-ups completed and confirmed at agreed pricing a minimum of 10 working days prior to the First Day of Learning. Liaise with the Compliance Team to forecast and manage incoming workload.
• Drive high standards of data accuracy within the team, minimising audit errors across all sign-up activity.
• Produce and deliver weekly onboarding reports to management, working closely with Compliance to track progress against key milestones.
• Lead on Huddles and Weekly Team Meetings, maintain the sign-up dashboard and ensure 'red flags' are reviewed and resolved.
• Manage learner progression at Level 3 to Level 4, engaging with clients through review meetings and appropriate communication channels
• Contribute to and support wider FI Group projects relevant to the role and business priorities.

Qualifications and Skills:

Essential:

• Experience of MS office suite (Word, Excel, PowerPoint, Lists, Forms)

• Excellent attention to detail and good level of written English

• Effective communicator with excellent interpersonal skills

• Confident and professional

• Strong organisational, problem solving and time management skills
• Able to influence colleagues to ensure that deadlines are met, taking responsibility for this where required 

• A willingness to be flexible and adjust to change

• Ability to remain calm, focused and organised under pressure

Desirable:

• Experience of client management and CRM systems
• Experience of apprenticeship standards and programmes

• Experience of the accountancy and finance sector

We are committed to safeguarding and protecting young people and vulnerable adults and follow Safer Recruitment processes. All successful candidates will need to complete a DBS check, with some roles requiring an Enhanced check. This post is exempt from the Rehabilitation of Offenders Act 1974. All staff are expected to share this commitment and adhere to our Safeguarding and Prevent Policy, which can be viewed here.

First Intuition does not discriminate on the basis of race, sex, colour, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.