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Client Administration Team Lead

4 weeks ago

London, Greater London, United Kingdom Evelyn Partners Full time

Job Title: Client Administration Team Lead

Job Summary:

We are seeking a highly skilled Client Administration Team Lead to join our team at Evelyn Partners. As a Client Administration Team Lead, you will be responsible for leading a team of Client Administrators to deliver exceptional client experiences and operational excellence.

Key Responsibilities:

  • Lead a team of Client Administrators to deliver operational excellence and exceptional client experiences
  • Provide full administrative support to Financial Planners to ensure client satisfaction
  • Work closely with Financial Planners to deliver excellent client outcomes
  • Conduct appraisals, 121s, and drive performance within the team
  • Coach, mentor, and provide training to develop the team
  • Responsible for disseminating important information and business changes that impact the administration team
  • Provide guidance on a day-to-day basis and be the 'go-to person' to answer any process or technical issue
  • Maintain back-office systems and client records in line with company policies
  • Request policy information from third-party policy providers if applicable
  • Liaise with operational teams to provide support on activities
  • Work alongside Financial Planners and Paraplanners to ensure completeness of documentation
  • Process all business in accordance with required processes and proactive pipeline management
  • Promote a service excellence mindset throughout the team and the wider organization
  • 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
  • Interested in further development through additional qualifications
  • Demonstrable experience of client administration within the Financial Services industry
  • Experience of managing and developing a team
  • Strong organization and prioritization skills; able to work independently and within a team
  • Excellent communication both written and verbal
  • Strong stakeholder management with positive influencing skills
  • Ability to coach and mentor team members
  • A strong ethic of client service

Benefits:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role-dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

About Evelyn Partners:

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organization. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.