Financial Planning Client Administration Team Leader

We are seeking an experienced and motivated Team Leader Client Administration to lead our Client Administration team based in Leeds. This role is responsible for driving highquality service delivery operational excellence and an outstanding client experience.

You will lead coach and develop a team of Client Administrators ensuring they provide comprehensive and proactive administrative support to Financial Planners and maintain strong professional relationships with clients and internal stakeholders. With a strong focus on quality accuracy and regulatory compliance you will ensure all processes are delivered to the highest standards.

Working closely with the Managing Partner / Team Head you will support capacity planning performance management and continuous improvement initiatives helping to optimise team performance and enhance efficiency across the function. This is an excellent opportunity for a proven people leader who is passionate about client service team development and operational excellence within a regulated environment.

Key Responsibilities

• To work closely with the aligned Financial Planners to deliver excellent client outcomes
• Conduct appraisals 121s and drives performance within the team
• Coach mentor & provide training to develop the team
• Responsible for disseminating important information and business changes which impact the administration team
• Provide guidance on a day-to-day basis and be the go to person to answer any process or technical issue
• To build relationships with clients and maintain regular contact
• Work alongside financial planners and paraplanners to ensure completeness of documentation to prepare suitability report
• Promote a service excellence mind-set throughout the team and the wider organisation
• Identify and report any risk breaches or errors through ensuring risks are logged through to mitigation actions and controls
• Work in partnership with Managing Partner Team Heads Projects L&D to identify training and coaching needs and to develop team and individual plans

Qualifications :

Skills Experience & Qualifications

• Experience in client administration within the Financial Planning delivering high standards of accuracy compliance and client satisfaction.
• Proven leadership capability with experience managing developing and motivating high-performing teams
• Excellent organisational and prioritisation skills with the ability to lead by example manage competing demands and ensure deadlines are consistently met in a fast-paced environment.
• Strong communicator with the ability to engage influence and inspire both team members and senior stakeholders fostering collaboration and trust.
• Demonstrated ability to coach mentor and develop team members supporting career growth improving performance and embedding a culture of continuous improvement.
• A strong client-centric mindset championing service excellence and ensuring the delivery of an high level client experience at all times.

Professional Qualifications and Education

• Excellent standard of education ideally degree qualified but not essential
• Interested in further development through additional qualifications

Additional Information :

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Remote Work :

No

Employment Type :

Full-time

Experience: years
Vacancy: 1