Job Title: Team Leader
Location: Leeds
Salary: £40,000– £50,000 per annum + Bonus
Job Type: Full-time
Reference: 10358


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
*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
Skills & Experience Required
*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
Benefits
*Competitive salary: £40,000 – £50,000
*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