Senior Client Administration Specialist

3 weeks ago


Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time
About Us:
Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with over 186 years of experience. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Job Description:
We are seeking an experienced Team Lead to join our client administration team. The successful candidate will be responsible for delivering exceptional client outcomes, coaching and mentoring team members, and ensuring the smooth operation of our back-office systems.

Key Responsibilities:
- Work closely with financial planners to deliver outstanding client outcomes
- Conduct regular appraisals and performance reviews to drive growth within the team
- Identify and report any risks or breaches through effective risk management processes
- Develop and implement process improvements to increase efficiency and reduce errors
- Collaborate with operational teams to ensure seamless communication and support

Requirements:
- 3+ years of experience in client administration within the financial planning sector
- Proven track record of managing and developing a team
- Excellent organizational and prioritization skills, with the ability to work independently and collaboratively
- Strong stakeholder management and influencing skills
- Ability to coach and mentor team members

Benefits:
- Salary: £55,000 - £65,000 per annum (dependent on experience), plus benefits
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave



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