At a Glance
- Tasks: Lead and develop a Client Administration team in wealth management.
- Company: Respected financial planning firm with a focus on client service.
- Benefits: Competitive salary, hybrid work, private medical insurance, and generous holiday allowance.
- Other info: Opportunities for professional development and career growth.
- Why this job: Make a real impact by leading a passionate team in a dynamic environment.
- Qualifications: Experience in administration leadership and strong communication skills.
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.
Wealth Administration Team Lead | Hybrid Work in Leeds employer: Recruit-UK-cb99fee8
Join a well-established financial planning firm in Leeds that prioritises employee growth and development, offering a competitive salary alongside a comprehensive benefits package including private medical insurance and generous holiday allowances. With a strong emphasis on team leadership and operational excellence, this role provides a unique opportunity to make a meaningful impact while enjoying a supportive hybrid work culture that values quality and client service.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administration Team Lead | Hybrid Work 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 opportunities. A personal recommendation can go a long way in landing that dream job.
✨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 why you're the perfect fit for the Wealth Administration Team Lead role.
✨Tip Number 3
Practice your leadership skills! Be ready to discuss your experience in coaching and developing teams. Use specific examples to demonstrate how you've improved team performance and client service in previous roles.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our awesome team!
We think you need these skills to ace Wealth Administration Team Lead | Hybrid Work in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your leadership experience and any relevant achievements in client administration to catch our eye!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Team Leader role. Share your passion for client service and team development, and don’t forget to mention how you can contribute to operational excellence.
Showcase Your Communication Skills:Since clear communication is key in this role, make sure your application is well-structured and free of errors. This will demonstrate your attention to detail and professionalism right from the start.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in wealth management!
How to prepare for a job interview at Recruit-UK-cb99fee8
✨Know Your Stuff
Make sure you understand the ins and outs of wealth management and the specific responsibilities of a Team Leader. Brush up on your knowledge about client servicing, regulatory compliance, and how to lead a team effectively. This will show that you're not just interested in the role, but that you’re genuinely prepared for it.
✨Showcase Your Leadership Skills
Be ready to discuss your previous experiences in leading teams. Prepare examples where you coached or developed team members, improved performance, or enhanced client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Communicate Clearly
Strong communication is key in this role. Practice articulating your thoughts clearly and confidently. Think about how you would explain complex concepts to clients or stakeholders. During the interview, ensure you listen actively and respond thoughtfully to questions.
✨Demonstrate Your Organisational Skills
Since the role requires strong organisation and workload planning skills, be prepared to discuss how you manage your time and prioritise tasks. You might want to share specific tools or methods you use to stay organised, especially when juggling multiple responsibilities.
