Data Management and Operations Director

2 days ago


Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Key Responsibilities: As a Senior Client Administration Manager at Evelyn Partners Fund Solutions Limited, you will be responsible for working closely with our Financial Planners to deliver excellent client outcomes, conducting appraisals and driving performance within the team, coaching, mentoring & providing training to develop the team, disseminating important information and business changes which impact the administration team, and providing guidance on a day-to-day basis.

What You Need: To be successful in this role, you should have an excellent standard of education, ideally degree qualified, demonstrable experience of client administration within the Financial Planning sector, experience of managing and developing a team, strong organisation and prioritisation skills, strong stakeholder management with positive influencing skills, ability to coach and mentor team members, and a strong ethic of client service.

Salary: The estimated salary for this role is between £60,000 and £80,000 per annum.

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