At a Glance
- Tasks: Lead and develop a Client Administration team in a dynamic financial planning firm.
- Company: Respected financial planning firm with a focus on client service and operational excellence.
- Benefits: Competitive salary, hybrid working, private medical insurance, and generous holiday allowance.
- Other info: Opportunities for ongoing professional development and career growth.
- Why this job: Make a real impact by leading a passionate team and enhancing client relationships.
- Qualifications: Experience in administration leadership and strong communication skills required.
The predicted salary is between 35000 - 45000 £ per year.
Location: Leeds
Salary: £35,000 - £45,000 + Bonus
Job Type: Full-time
About the Role
Recruit UK is working with a well-established and highly respected financial planning firm who are looking for a Team Leader in wealth management. Looking for an experienced and motivated Team Leader to lead their Client Administration team based in Leeds. 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
- Administration/client servicing leadership experience in an independent financial planning firm.
- Line management experience preferred (coaching, development, performance).
- Strong organisation, prioritisation and workload planning skills.
- Clear communication with strong stakeholder and client relationship skills.
- Confident with CRM/workflow systems and Microsoft office (especially Outlook and Excel).
- Able to use basic MI (volumes, turnaround times, errors) to improve service.
- Willing to travel between sites.
Benefits
- Competitive salary: £35,000 -£45,000.
- Hybrid working.
- Private medical insurance.
- Life assurance.
- Pension contributions.
- Generous holiday allowance + option to purchase additional days.
- Shared parental leave.
- Ongoing study support and professional development opportunities.
Administration Team Leader in Leeds employer: Recruit-UK-cb99fee8
Join a well-established financial planning firm in Leeds that prioritises employee growth and development. As an Administration Team Leader, you will benefit from a competitive salary, hybrid working options, and a supportive work culture that values client service and operational excellence. With ongoing professional development opportunities and a generous benefits package, this role offers a meaningful career path in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Administration Team Leader in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for an Administration Team Leader role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you showcase your passion for client service and team development, making you a standout candidate.
✨Tip Number 3
Practice your leadership stories! Be ready to share examples of how you've coached and developed teams in the past. Highlight your experience in maintaining strong relationships with clients and stakeholders, as this is key for the role.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills and aspirations. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Administration Team Leader in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Administration Team Leader role. Highlight your experience in leading teams, client servicing, and any relevant financial planning background. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about client service and team development. Share specific examples of how you've led teams to success in the past. We love a good story!
Showcase Your Skills:Don’t forget to mention your organisational and communication skills. We’re looking for someone who can juggle multiple tasks while keeping everyone informed. If you’ve got experience with CRM systems or Microsoft Office, make sure to highlight that too!
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we’ll be able to review your application quickly. Plus, it shows you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at Recruit-UK-cb99fee8
✨Know Your Stuff
Make sure you understand the role of an Administration Team Leader in a financial planning firm. Brush up on your knowledge of client servicing, regulatory compliance, and team management. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led a team in the past. Think about specific situations where you coached or developed team members, improved processes, or enhanced client relationships. This will demonstrate your capability to lead and inspire others.
✨Be Ready with Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and performance expectations. This shows that you're engaged and serious about finding the right fit for both you and the company.
✨Practice Makes Perfect
Conduct mock interviews with a friend or use online resources to practice common interview questions. Focus on articulating your thoughts clearly and confidently. The more you practice, the more comfortable you'll feel during the actual interview.
