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Client Delivery Team Leader

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The Private Office

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Location:
United Kingdom , Leeds

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Are you an experienced IFA Administrator looking for a step into management? 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 is completed to a high quality and in a timely manner by demonstrating effective delegation and work-flow management within your team of CDAs.

Job Responsibility:

  • Full line management responsibility of the CDAs
  • Monthly 121s, ongoing performance and behaviour management
  • Appraisals, salary reviews and objective setting
  • Holiday requests, sickness/absence plus Day-to-day HR queries
  • To be the first point of contact for your team
  • Effective workflow management within your team through task assignment and delegation
  • Develop and maintain effective relationships with key stakeholders including colleagues and third parties
  • Effective management oversight ensuring that financial transactions are completed correctly, and files are fully FCA compliant
  • Ongoing monitoring and oversight of workflow for your team and working with your fellow Team Leaders to help keep work evenly distributed
  • Build and maintain a strong relationship with the CRM team to ensure communication is to the highest level and work is prioritised in line with Adviser & Client needs
  • Complex technical new business processing i.e. Defined Benefit transfers, specialised investments or Family Office support on an ad-hoc basis
  • Ability to take on cases or tasks in periods of high volume or limited team capacity
  • Develop and maintain effective relationships with clients, colleagues and third parties
  • Ensuring data in Curo is continually maintained on behalf of your team to help produce accurate MI for the business
  • Presenting at team meetings as appropriate
  • Communication of Management Information (MI) and forecasting
  • Assisting with the recruitment and interview process for new starters

Requirements:

  • Ability to work under pressure and multi-task on a day-to-day basis
  • Ideally experience within a Team Leader or Senior CDA role
  • Working to deadlines and meeting high targets
  • Confident in managing relationships with both advisers and your team
  • Ability to delegate and workflow mange within your team
  • Excellent people and communication skills
  • Ability to prioritise your teams work to meet Service Level Agreements (SLA)
  • Building strong and effective working relationships with other teams in the business
What we offer:
  • Company discretionary bonus scheme
  • Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
  • 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
  • Private Healthcare*
  • Group Income Protection
  • Life Assurance
  • Eye Care Scheme
  • Wellbeing programme
  • Bike to Work Scheme
  • Full support with professional qualifications

Additional Information:

Job Posted:
March 19, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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