Data Management Team Lead

2 weeks ago


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

We are seeking an experienced Data Management Team Leader to join our team at Evelyn Partners Fund Solutions Limited. This is a fixed-term contract for 18 months with a competitive estimated salary of £60,000 - £80,000 per annum.

In this role, you will be responsible for working closely with Financial Planners to deliver excellent client outcomes, conducting appraisals and driving performance within the team, and providing guidance on a day-to-day basis.

Key Responsibilities:
  • To work closely with aligned Financial Planners to deliver exceptional client results.
  • Conduct regular performance assessments and drive growth within the team.
  • Cultivate strong relationships with clients and maintain regular communication.
  • Maintain accurate back-office systems and records in line with company policies.
  • Collaborate with operational teams to provide support on activities as needed.
Requirements:
  • Excellent education, ideally degree qualified.
  • Demonstrable experience in client administration within the Financial Planning sector.
  • Proven track record of managing and developing teams.
  • Strong organisational skills and ability to work independently and collaboratively.
  • Effective stakeholder management and influencing skills.


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