Client Delivery Team Leader

The Private Office LLP; Leeds; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm is seeking an experienced IFA Administrator to take on full line management responsibility of their team. The role involves ensuring high standards of client correspondence and business processing, alongside building strong stakeholder relationships. The ideal candidate will have experience in team leadership and excellent communication skills, able to manage workflows effectively.

Benefits

Company discretionary bonus scheme

24 holidays, increasing to 26

Private Healthcare after qualifying period

Group Income Protection

Life Assurance

Eye Care Scheme

Wellbeing programme

Bike to Work Scheme

Support with professional qualifications

Qualifications

• Experience in a Team Leader or Senior CDA role preferred.
• Ability to work under pressure and meet high targets.
• Excellent people skills and confident in managing relationships.

Responsibilities

• Full line management responsibility of the CDAs.
• Conduct monthly 121s and manage ongoing performance.
• Oversee financial transactions ensuring FCA compliance.

Skills

Delegation

Communication

Multitasking

Relationship Management

Job description

Are you an experienced IFA Administrator looking for a new role?

Do you want to work with an award-winning team?

You will have full line management responsibility for your team. You will ensure that all client correspondence and business processing are completed to a high standard and in a timely manner by demonstrating effective delegation and workflow management within your team of CDAs.

Responsibilities

• Full line management responsibility of the CDAs
• Conduct monthly 121s, and manage ongoing performance and behaviour
• Handle appraisals, salary reviews, and objective setting
• Manage holiday requests, sickness/absence, and day-to-day HR queries
• Ensure effective workflow management within your team through task assignment and delegation
• Develop and maintain effective relationships with key stakeholders, including colleagues and third parties
• Oversee financial transactions to ensure correctness and FCA compliance
• Monitor and oversee workflow, working with fellow Team Leaders to distribute work evenly
• Build and maintain strong relationships with the CRM team to ensure high-level communication and prioritization aligned with Adviser & Client needs
• Handle complex technical new business processing, such as Defined Benefit transfers, specialised investments, or Family Office support on an ad-hoc basis
• Take on cases or tasks during periods of high volume or limited team capacity
• Maintain effective relationships with clients, colleagues, and third parties
• Ensure data in Curo is accurately maintained to produce reliable MI for the business
• Present at team meetings as appropriate
• Communicate Management Information (MI) and provide forecasting
• Assist with recruitment and interviewing of new starters

Benefits

• Company discretionary bonus scheme
• Full-time hours (35 per week), Monday to Friday, 9:00 am to 5:00 pm, with 1-hour lunch
• 24 holidays, increasing to 26, plus 2 additional paid days during Christmas shutdown
• Private Healthcare* (after qualifying period)
• Group Income Protection
• Life Assurance
• Eye Care Scheme
• Wellbeing programme
• Bike to Work Scheme
• Support with professional qualifications

Knowledge, Skills, and Experience

• Ability to work under pressure and multi-task daily
• Experience in a Team Leader or Senior CDA role is preferred
• Ability to meet deadlines and achieve high targets
• Confident in managing relationships with advisers and team members
• Skilled in delegation and workflow management
• Excellent people and communication skills
• Ability to prioritize work to meet Service Level Agreements (SLA)
• Strong relationship-building skills within the business