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Job Title: Administration Team Leader (Wealth Management) Location: Office-based (Mon-Fri, 9am-5pm)Salary: £28,000 - £35,000 (depending on experience) + Discretionary BonusExperience: Wealth Management, paraplanning, or client servicing experience required
Location: Sheffield
Reference Number: 9597
Main Purpose of the Job:
We are seeking an Administration Team Leader to join a dynamic team. The role will involve overseeing the client account executives and administration team, ensuring high-quality client servicing and compliance. You will be responsible for managing report writing, administrative duties, and client requests while maintaining timely, accurate, and compliant advice. The Administration Team Leader will also manage the New Business Register and lead the team in ensuring all client-facing tasks are handled with the utmost professionalism.
This is a Leadership role, so previous experience in this area is highly advantageous.
Key Responsibilities:
- Supervise and manage the Client Account Executives and Administrators, addressing staff issues and developing procedures to improve team operations and cross-departmental collaboration.
- Oversee and control the New Business Register, ensuring all activities are recorded accurately, including withdrawal requests, policy purchases, and death claims.
- Lead weekly sales meetings and track the progress of tasks across the team.
- Manage the report-writing process and ensure consistency and compliance across all client reports.
- Produce recommendation reports in line with regulatory guidelines and within required timeframes.
- Generate illustrations, supporting documents, and application forms for clients.
- Liaise with providers to obtain information on clients' existing plans, including charges, fund performance, guarantees, and benefits.
- Conduct cash flow modelling to aid client decision-making.
- Process new business effectively, ensuring a smooth journey from start to completion.
- Monitor and chase progress on new business, transfers, and withdrawals.
- Conduct research and due diligence on recommended providers and policies via Synaptics.
- Assist with file checks to ensure accuracy and compliance.
- Oversee all areas of compliance within the firm, ensuring procedures are followed and data is handled securely.
What you can expect:
- Competitive salary of up to £35,000 + Discretionary Bonus
- Study and exam support toward full diploma qualification
- Generous holiday entitlement and benefits package
- Progression opportunities
...and much more!
Skills & Experience Required:
- Experience in wealth management, paraplanning, or client servicing is essential.
- Strong understanding of regulatory requirements and compliance in the financial sector.
- Proven leadership experience in managing teams and delivering results.
- Excellent report writing, communication, and organizational skills.
- Proficiency in client relationship management and customer service.
- A proactive and detail-oriented approach to problem-solving and task management.
- Ability to manage multiple tasks and priorities in a fast-paced environment.
To apply, please send across your CV
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Sheffield on an Administration Team Leader role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
