First Intuition
Client Partner Team Leader
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Client Partner Team Leader
Hours: Full time, Monday to Friday (37.5 hrs/week) Location: Hybrid, split between home and Bristol/Exeter
About the Role
Founded in 2007, First Intuition (FI) is an award-winning, UK-based provider of accountancy training and apprenticeships, with recent expansion into financial, leadership and digital sector qualifications. Success is built on a training approach rooted in client and learner needs, blending innovative course design with personalised, situation-specific interaction. By collaborating closely with businesses to tailor solutions, FI takes a hands-on, evidence-based approach to education.
This Client Partner Team Leader role ensures the smooth and effective delivery of apprenticeship and non-apprenticeship programmes, managing the Client Partner team and supporting broader business objectives in partnership with FI South Ltd.
Key Responsibilities
Team Leadership & Account Management
- Lead and manage the Client Partner team, including:
- Allocation of high-value client accounts
- Prioritising and covering leave periods
- Oversee the strategic use of HubSpot CRM across the South West region, ensuring adherence to best practice across teams and management.
- Collaborate with business stakeholders to align processes with organisational goals.
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Client Onboarding & Compliance
- Develop and maintain robust onboarding plans for new client cohorts, ensuring all sign-ups are completed and confirmed at agreed pricing no later than 10 working days before the First Day of Learning.
- Work with the Compliance Team to:
- Forecast and manage workload effectively
- Reduce audit errors through rigorous data accuracy.
- Offer weekly onboarding progress reports to management, accompanied by key milestone tracking alongside Compliance.
Team Coordination & Operational Excellence
- Facilitate and lead:
- Huddles and Weekly Team Meetings
- Monitoring of the sign-up dashboard
- Resolution of ‘red flags’ within the teams.
- Support learner progression from Level 3 to Level 4, incorporating client feedback from review meetings and tailored communication.
Broader Initiatives
- Contribute to and lead relevant FI Group projects aligned with business priorities.
The Ideal Candidate
Essential Criteria
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Lists, Forms).
- Exceptional attention to detail and a high level of written communication.
- Exceptional interpersonal skills, demonstrating:
- Effective stakeholder engagement
- Strong confidence and professionalism
- Robust organisational, problem-solving, and time-management skills.
- Demonstrated ability to:
- Influence team compliance with deadlines, taking responsibility where required.
- Flexibility to adapt to change and remain calm, focused, and organised under pressure.
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Desirable Experience
- Hands-on experience with client management and CRM systems.
- Familiarity with apprenticeship standards/programmes.
- Background in the accountancy or finance sector.
Our Commitments & Equal Opportunities
- Safeguarding Young People & Vulnerable Adults:
- DBS checks are mandatory, with enhanced clearance for this role. BS 7899:2019 Safer Recruitment Procedures are strictly followed. This position is exempt from the Rehabilitation of Offenders Act 1974.
- Diversity & Inclusivity:
- FI is an equal opportunities employer. We do not discriminate on grounds of race, sex, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity, or any other factor prohibited by law.
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