Client Administration Lead

5 days ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time
About the Role

We are seeking an experienced Client Administration Lead to join our team at Evelyn Partners Fund Solutions Limited. The successful candidate will have a strong background in client administration, excellent communication skills, and the ability to work effectively in a team.

The ideal candidate will be responsible for leading and managing a team of client administrators, overseeing the day-to-day operations of the team, and ensuring seamless communication with stakeholders. They will also be responsible for coaching and mentoring team members to achieve their full potential.

The salary for this position is estimated to be around £45,000 - £60,000 per annum, depending on experience.

Responsibilities:

  1. Manage and develop a team of client administrators
  2. Oversight of day-to-day operations of the team
  3. Work closely with financial planners and paraplanners to ensure completeness of documentation
  4. Maintain back-office systems and client records in line with company policies
  5. Liaise with operational teams where support is provided on activities
  6. Promote a service excellence mind-set throughout the team and the wider organisation
  7. Identify and report any risk, breaches, or errors through ensuring risks are logged through to mitigation actions and controls

Requirements:

  • 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
  • Strong stakeholder management with positive influencing skills
  • Ability to coach and mentor team members


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