Team Leader Client Administration
On-site · Leeds, England, United Kingdom
Job Summary
Lead and develop the Client Administration team in Leeds to deliver high-quality service, regulatory compliant processes, and an outstanding client experience. Collaborate with Financial Planners and paraplanners to ensure completeness of documentation and preparation of suitability reports. Drive performance through appraisals, coaching, training, and mentoring; manage capacity planning and continuous improvement initiatives; communicate changes effectively and maintain strong relationships with clients and internal stakeholders. Ensure risks are identified and mitigated, and foster a service-excellence mindset across the function.
Required Qualifications
- Minimum 5 years’ experience in client administration within the financial services industry
- Experience of managing and developing a team
- Strong organisation and prioritisation skills; able to work independently and within a team
- Excellent communication both written and verbal
- Strong stakeholder management with positive influencing skills
- Ability to coach and mentor team members
- A strong ethic of client service
- Excellent standard of education, ideally degree qualified but not essential
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