At a Glance
- Tasks: Lead a dynamic team to deliver exceptional client administration and support Financial Planners.
- Company: Join a forward-thinking financial services firm committed to excellence and inclusivity.
- Benefits: Enjoy private medical insurance, generous holidays, and a supportive work environment.
- Other info: Diverse workplace with strong focus on career growth and continuous improvement.
- Why this job: Make a real impact by enhancing client experiences and developing your leadership skills.
- Qualifications: Experience in client administration and a passion for team development are essential.
The predicted salary is between 35000 - 45000 £ per year.
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 high-quality 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 drive 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
- 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 a high level client experience at all times.
- Excellent standard of education, ideally degree qualified but not essential
- Interested in further development through additional qualifications
- Private medical insurance
- Life assurance
- Pension contribution
- 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 we're 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.
Team Leader Client Administration in Leeds employer: Evelyn Partners Limited
Evelyn Partners is an exceptional employer located in Leeds, offering a dynamic work environment that prioritises client service and team development. With a strong commitment to employee growth, we provide comprehensive training opportunities, a generous benefits package including private medical insurance and a pension contribution, and a culture that values diversity and inclusion. Join us to lead a high-performing team dedicated to delivering outstanding client experiences while enjoying a supportive and collaborative workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Team Leader Client Administration in Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Evelyn Partners Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Team Leader Client Administration in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Evelyn Partners Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Evelyn Partners Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Evelyn Partners Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Evelyn Partners Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Evelyn Partners Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Evelyn Partners Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
