Financial Planning Client Administration Team Leader

We are seeking an experienced and motivated Team Leader Client Administration to lead our Client Administration team based in Leeds. This role is responsible for driving high‑quality service delivery, operational excellence and an outstanding client experience.

You will lead, coach and develop a team of Client Administrators, ensuring they provide comprehensive and proactive administrative support to Financial Planners and maintain strong, professional relationships with clients and internal stakeholders. With a strong focus on quality, accuracy and regulatory compliance, you will ensure all processes are delivered to the highest standards.

Working closely with the Managing Partner / Team Head, you will support capacity planning, performance management and continuous improvement initiatives, helping to optimise team performance and enhance efficiency across the function. This is an excellent opportunity for a proven people leader who is passionat...