Leave us your email address and we'll send you all the new jobs according to your preferences.

Administration Team Leader

Posted 1 hour 11 minutes ago by Recruit UK

£35,000 - £45,000 Annual

Permanent

Full Time

Other

Yorkshire, Leeds, United Kingdom, LS1 8

Job Description

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