Job Title: Client Services Team Manager

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