Financial planning client administration team leader Work, Jobs in Seacroft, Nl (with Salaries)

Financial Planning Client Administration Team Leader
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
Team Leader Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
Project Coordinator
thebigword —Leeds
- £25,000 a year
- Full-time
- Hybrid work
- English
- Communication skills
Quick apply
Administrator
Bupa —Leeds
- £16,740 a year
- Part-time
- Hospitality
- Customer service
- Microsoft Office
- Employee discount
- Gym membership
Quick apply
Lead Contract Support
CBRE —Leeds
- Full-time
- Microsoft Excel
- Contracts
Legal Secretary EPI Leeds
DAC Beachcroft —Leeds
- Hybrid work
- Microsoft Office
- Communication skills
Quick apply
Sales Director (Client Partner I)
UST —Leeds
- Master's degree
- Business development
- Bachelor's degree
Quick apply
12d
Private Client Compliance Trust Tax Manager/Senior Manager
AAB —Leeds
- Hybrid work
- Microsoft Excel
- Leadership
- Tax experience
- Annual leave
- Employee assistance programme
10d
Project Manager (Water Sector)
WSP —Leeds
- Part-time
- Hybrid work
- Project management
- Contracts
- Flexitime
- Work from home
Quantity Surveyor Manager - Refresh, Food Service and Trading Projects
ASDA —Leeds
- Full-time
- Contracts
- In-person
- Leadership
- Store discount
- Annual leave

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Financial Planning Client Administration Team Leader

Evelyn Partners -
Leeds

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Organisational skills
Leadership
Communication skills

Full job description

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. 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 drives 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

Qualifications

Skills, Experience & Qualifications

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 an high level client experience at all times.

Professional Qualifications and Education

Excellent standard of education, ideally degree qualified but not essential
Interested in further development through additional qualifications

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

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

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.

Quick apply

Refine Your Search

financial planning client administration team leader jobs in seacroft, nl

Financial Planning Client Administration Team Leader

Team Leader Client Administration

Project Coordinator

Administrator

Lead Contract Support

Legal Secretary EPI Leeds

Sales Director (Client Partner I)

Private Client Compliance Trust Tax Manager/Senior Manager

Project Manager (Water Sector)

Quantity Surveyor Manager - Refresh, Food Service and Trading Projects

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