Job Title: Administration Team Leader

Industry: Financial Advice

Location: Wakefield

Salary: Up to £30,000

Job Reference: 9140

Job Description:

Are you a dynamic leader with a passion for financial planning, seeking a new role to elevate your career?

Recruit UK is partnering with a prominent Chartered wealth management firm in Wakefield, which operates on a national scale, to find an experienced administration team leader to join their team.

Their integrated approach provides clients with a structured yet adaptable financial plan, meaning they provide tailored solutions instead of generic offerings.

As the administration team leader, you will provide oversight and manage the administration team. This involves workflow management, managing KPIs, process optimisation, and reporting back to the head of department.

This is an outstanding opportunity for a professional with strong people management skills and in-depth technical knowledge of the financial planning industry to join a reputable firm and make a significant impact on the business.

Benefits:

• Salary up to £30,000.
• Discretionary bonus.
• Long-term career opportunity, with a defined progression path.
• Auto-enrolment pension.
• 21 days annual leave + bank holidays +additional Christmas shutdown + the option to buy more.
• Health & wellbeing initiatives.
• Death in service.
• Social office - regular staff days out.

Skills and experience required:

• Previous experience in management.
• Excellent interpersonal skills.
• Experience as a financial planning administrator.
• Strong technical knowledge of the financial planning profession.

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 is pleased to be working with a Financial Planning firm, looking for anAdministration Team Leaderin Wakefield.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.

• 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.