Team Leader Client Administration

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

• Demonstrable experience of client administration within the Financial Services industry minimum 5 years’ experience Required
• Experience of managing and developing a team Required
• Strong organisation and prioritisation skills; able to work independently and within a team. Required
• Excellent communication both written and verbal Required
• Strong stakeholder management with positive influencing skills Required
• Ability to coach and mentor team members Required
• A strong ethic of client service Required

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.