Senior Administrator / Team Leader
Stevenage, Hertfordshire (Hybrid)
Salary: Up to £40,000 + benefits
Overview
We are recruiting for a Senior Administrator / Team Leader to join a growing financial planning business based in Stevenage, Hertfordshire. This is a fantastic opportunity to take on supervisory responsibilities while still being hands-on with more complex client administration cases.
Key Responsibilities
- Act as a point of contact for training, guidance, and day-to-day support within the team.
- Supervise and mentor junior administrators, handling escalations where needed.
- Manage complex administration cases across pensions, investments, and financial planning.
- Work closely with the Client Support Manager to ensure smooth workflow and best practice.
- Deliver high-quality, compliant administrative support to advisers and clients.
Working Arrangements
- First 3–6 months expected to be office-based for training (some transition earlier to hybrid).
- Hybrid working model after training: typically 4 days in the office and 1 day from home.
- Flexibility possible for the right individual (e.g. 3 days in-office / 2 days from home).
Package & Benefits
- Salary up to £40,000 depending on experience.
- Competitive benefits package.
- Supportive environment with genuine career progression opportunities.
Candidate Profile
- Strong background in financial services administration (ideally pensions and investments).
- Experience supervising, mentoring, or training junior team members.
- Excellent communication and interpersonal skills.
- Highly organised with strong attention to detail.
- Team-focused, proactive, and keen to build a long-term career.
This is a great opportunity for an experienced Senior Administrator ready to step into leadership, or an existing Team Leader seeking a stable, long-term role within a collaborative financial planning firm.
Sector:
- Financial Services
- Financial Planning
