Wealth Administration Team Lead | Hybrid Work

Job Title: Administration Team Leader Location: Leeds Salary: £35,000 - £45,000 + Bonus Job Type: Full-time Reference: 10375 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 #J-18808-Ljbffr