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.