Head of Administration – Financial Planning
Salary: Up to £45,000
Location: Hybrid (Office & Home working)
Company: Award-winning Financial Planning Organisation
We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering exceptional financial planning services to clients across the UK.
Due to their ongoing expansion, they are now looking to recruit a Head of Administration to join their dynamic team. This is a pivotal leadership role responsible for overseeing and enhancing the administrative operations that support the firm’s Financial Planners, Paraplanners, and clients.
Key Responsibilities:
- Lead and manage a team of IFA Administrators, ensuring the team operates efficiently and meets high performance standards.
- Oversee daily administrative operations to ensure seamless support for Financial Planners and Paraplanners.
- Ensure exceptional service delivery to clients, maintaining the firm's strong reputation for quality and professionalism.
- Streamline and improve administrative processes to increase efficiency and productivity across the team.
- Manage workloads within the team to ensure all tasks are completed on time and to a high standard.
- Foster a collaborative, positive, and supportive team environment focused on continuous improvement.
- Conduct regular performance reviews, provide constructive feedback, and identify development opportunities.
- Handle escalated client issues promptly, maintaining a focus on client satisfaction and resolution.
Requirements:
- Strong knowledge of financial services or IFA administration processes.
- Proven leadership and team management experience within a financial services environment.
- Exceptional communication and interpersonal skills, with the ability to engage and motivate a team.
- Excellent organisational skills with a strong attention to detail and problem-solving ability.
- Proficient in financial planning software and Microsoft Office Suite.
- Ability to manage multiple priorities under pressure and meet deadlines.
- Previous experience in a senior administration or leadership role would be advantageous, but we will also consider experienced IFA Administrators looking to step into a leadership role.
What’s on Offer:
- Competitive salary up to £45,000 per annum.
- Discretionary bonus scheme.
- Generous benefits package.
- Hybrid working arrangement (split between office and home).
- Ongoing professional development and opportunities for career progression.
- The chance to work with a leading and respected financial planning organisation.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
