Team Leader, Financial Services Administration

Company: AMG Search
Apply for the Team Leader, Financial Services Administration
Location: Leeds
Job Description:

Team Leader — Account Administration | Leeds (Hybrid)

Salary: Up to £48,000 + Benefits

About the Opportunity

AMG Search is delighted to be working with a leading, well-established wealth management firm to recruit a Team Leader for their Account Administration team based in Leeds. This is a fantastic opportunity for an experienced administrator with proven people management skills to step into a leadership role within a respected, high quality business.

The Role

You will lead an experienced team of 6 Account Administrators, overseeing the day to day running of the team and ensuring high standards of client administration are consistently delivered. This is a hands‑on leadership role suited to someone who is comfortable with both the operational and people management aspects of running an admin team.

The role is hybrid with 3 days in the Leeds office per week, with 5 days in office during the probation period as you get to know the team and settle into the role.

Key Details

  • Leading a team of 6 experienced Account Administrators
  • Responsibility for 1‑2‑1s, performance management and team development
  • Ensuring high standards of client administration and service delivery
  • Working closely with senior management to drive continuous improvement
  • A well‑established, supportive team ready for strong leadership
  • First stage is an informal coffee chat with the hiring manager
  • Second stage is a 20‑minute presentation on your plans for the first 6 months in the role

Salary and Package

  • Salary up to C. £48,000
  • Hybrid working – 3 days in Leeds office per week
  • Competitive benefits package

What We Are Looking For

  • Proven experience in account administration within financial services or wealth management — essential
  • Demonstrable people management experience including 1‑2‑1s, performance reviews and team development
  • Strong organisational and communication skills
  • A natural leader who can engage, motivate and develop an experienced team
  • Diploma in Financial Planning is not required for this rolE

Apply Now.

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Posted: July 15th, 2026