Administration Team Leader
other jobs Recruit UK
Added before 8 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £35,000 - £45,000 per annum
Job Description:
Full job descriptionJob 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
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
Job number 3746212
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...