Team Leader Client Administration

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

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 d...