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
- 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
