Administration Manager - Lead and Inspire in Financial Planning
Ready to take charge and lead a team in the financial planning industry?
A well-established IFA firm is seeking an experienced Administration Manager to join their growing team. With a strong focus on financial well-being, the firm offers personalised financial planning and investment management services. This is an exciting opportunity for a driven individual to manage and inspire a team, ensuring the delivery of exceptional client service.
The Opportunity:
The Administration Manager will play a pivotal role in overseeing a team of administrators, ensuring that the firm's financial planners and clients receive top-notch service. The role encompasses people management, workflow supervision, training, recruitment, and more. It requires a high level of organization and a commitment to maintaining a client-first approach.
Why Consider This Role?
- Impactful Position: Directly contribute to the success and efficiency of financial planning services.
- Career Growth: Opportunities to develop within a rapidly expanding firm.
- Leadership Role: Lead and mentor a growing team of professionals.
- Client Focused: Be part of a firm that prioritizes personalized service for its clients.
What's Offered:
- Competitive Compensation: A salary reflective of experience and contributions.
- Professional Development: Support for qualifications and ongoing learning.
- Collaborative Environment: Work closely with financial planners and directors.
- Comprehensive Benefits: Including a pension scheme, health benefits, and more.
Key Responsibilities:
- Team Leadership: Manage a team of 4 (growing to 6), ensuring high performance and motivation.
- Recruitment & Training: Oversee the recruitment, training, and development of the administrative team.
- Workflow Management: Prioritize and manage tasks to ensure timely completion of all administrative duties.
- Client Service Excellence: Maintain a client-first approach in all aspects of the role.
Ideal Candidate Profile:
- Experience: Demonstrated experience in a financial advice environment, particularly within an IFA support team.
- Leadership Skills: Proven ability to inspire, mentor, and manage a team effectively.
- Organizational Strengths: Strong management, communication, and problem-solving skills.
- Technical Proficiency: Competence in Microsoft Office and familiarity with major financial service providers.
Preferred Qualifications:
- CII Qualifications: Diploma or advanced diploma level is advantageous.
- Industry Knowledge: Experience with providers such as Transact, L&G, Aegon, Standard Life, and Aviva.
Next Steps:
This is an excellent opportunity for a seasoned professional with a passion for financial services and team leadership. Those with the relevant experience and a desire to make a significant impact are encouraged to apply.
The firm is an equal opportunity employer, committed to creating an inclusive environment for all employees.