Team Leader Client Administration job opportunity at Evelyn Partners.

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Date2026-04-15T11:36:20.268Z bot
Evelyn Partners Team Leader Client Administration
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Pattern: Full-time
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loacation Leeds, Leeds, United Kingdom
loacation Leeds, Leeds....United Kingdom
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Job DescriptionWe are seeking an experienced and motivated Team Leader Client Administration to lead our Client Administration team based in Leeds. This role is responsible for driving high‑quality service delivery, operational excellence and an outstanding client experience.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 ResponsibilitiesTo work closely with the aligned Financial Planners to deliver excellent client outcomesConduct appraisals, 121s and drives performance within the teamCoach, mentor & provide training to develop the teamResponsible for disseminating important information and business changes which impact the administration teamProvide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issueTo build relationships with clients and maintain regular contactWork 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 organisationIdentify and report any risk, breaches, or errors through ensuring risks are logged through to mitigation actions and controlsWork in partnership with Managing Partner, Team Heads, Projects, L&D to identify training and coaching needs and to develop team and individual plans

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