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For Companies At a Glance
- Tasks: Lead a dynamic team to deliver exceptional client administration and support Financial Planners.
- Company: Join Evelyn Partners, a top UK wealth management firm focused on client success.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Embrace diversity and inclusion in a workplace that values your unique contributions.
- Why this job: Make a real impact by guiding clients towards their financial goals in a supportive environment.
- Qualifications: Strong communication skills and a passion for client service are essential.
The predicted salary is between 40000 - 50000 £ per year.
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
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.
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 and be able to work independently and within a team.
Required
- Excellent communication both written and verbal
- Strong stakeholder management with positive influencing skills
- Ability to coach and mentor team members
- A strong ethic of client service
Professional Qualifications and Education
Excellent standard of education, ideally degree qualified but not essential. Interested in further development through additional qualifications.
Benefits
- 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
Equality and Diversity Statement
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.
Team Leader Client Administration employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Leader Client Administration
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for opportunities, especially in client administration roles. You never know who might have the inside scoop on a job at Evelyn Partners!
✨Tip Number 2
Prepare for those interviews by researching the company culture and values. At Evelyn Partners, they value strong client relationships and teamwork, so think of examples from your past that showcase your skills in these areas. Show them you’re the perfect fit!
✨Tip Number 3
Don’t forget to follow up after your interviews! A quick thank-you email can go a long way in making a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the team at Evelyn Partners. Let’s get you that Team Leader role!
We think you need these skills to ace Team Leader Client Administration
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Team Leader Client Administration. Highlight your experience in client service and team leadership, and don’t forget to mention any relevant qualifications or training that align with what Evelyn Partners is looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how your skills can help enhance client experiences. Be genuine and let your personality come through!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your written application reflects that. Keep your language clear and professional, and double-check for any typos or errors before hitting send.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and allows us to see your enthusiasm for joining the Evelyn Partners team!
How to prepare for a job interview at Evelyn Partners
✨Know the Company Inside Out
Before your interview, make sure you research Evelyn Partners thoroughly. Understand their values, mission, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Showcase Your Leadership Skills
As a Team Leader, you'll need to demonstrate your ability to lead and mentor others. Prepare examples from your past experiences where you've successfully coached team members or improved team performance. Be ready to discuss how you can apply these skills at Evelyn Partners.
✨Emphasise Client Service Ethic
Evelyn Partners places a strong emphasis on client service. Be prepared to discuss how you've prioritised client needs in previous roles. Share specific instances where your actions led to positive client outcomes, showcasing your commitment to high-quality service delivery.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, performance management processes, and how success is measured within the Client Administration team. This shows that you're not just interested in the role, but also in how you can contribute to the team's success.