Team Leader Client Administration

To lead, motivate and develop the Client Administrator team to deliver operational excellence and exceptional client experience. To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To work with the Managing Partner / team head to optimise capacity and performance within the team. To lead a team of eight individuals. Some of your responsibilities will be

• 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
• Maintain back-office systems and client records in line with the company policies.
• Request policy information from third party policy providers if applicable
• Liaise with operational teams where support is provided on activities e.g., scripts, transfers, corporate actions, static data changes where applicable
• Work alongside financial planners and paraplanners to ensure completeness of documentation to prepare suitability report
• Process all business in accordance with required processes & proactive pipeline management
• To encourage client, use of portal and other digital tools, provide guidance where required.
• 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
  
  Excellent standard of education, ideally degree qualified but not essential
• Demonstrable experience of client administration within the Financial Planning sector
• 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
  
  For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we're dedicated to making that a reality.
Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.


• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.