Administration Manager

Administration Manager

An opportunity to lead a dynamic and engaged team

Working within one of the largest and most successful wealth management practices in the East Midlands, you will be given the support and opportunity to progress your career in a structured and rewarding manner. The business has recently invested significantly in a new office building, meaning the successful candidate will benefit from a genuinely outstanding working environment to help them to excel.

The dual role will consist of working alongside our Wealth Manager/ Advisers to assist them in delivering a first class, professional client service (75%). The other main element will be acting as a day to day team leader responsible for managing a small team of PA/ Administrators (25%).

This challenging role requires a high level of organisational skill to prioritise and coordinate workload activities, whilst offering support to Advisers and fellow members of the Administration team.

The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A good understanding of Financial Services, or the desire to learn, will be a major benefit to the successful applicant. Previous managerial experience in a similar role would be advantageous.

Following initial training, the successful applicant will become the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner. Likewise, as team leader, the successful applicant must be able to demonstrate exceptional communication skills and be able to motivate and encourage development within members of their team.

As part of the team leader role, the successful applicant will be responsible for monitoring activity and performance of the team, whilst also ensuring the highest standards of professionalism are maintained. Feedback will be provided to the team trough regular 121 appraisals held by the team leader.

You will form part of the company leadership team and will attend regular management meetings to report progress to the other senior members of the Practice.

The successful candidate will be given the opportunity to develop and grow within the role, training will be provided with the backing of a FTSE 100 company. Full support will be provided for those candidates wishing to study for professional qualifications and begin a long-term, successful career within wealth management.

Key Responsibilities

  • Manage, motivate and develop members of the existing Administration team
  • Be accountable for the department performance and look for ways to improve our offering
  • Complete regular performance appraisals with the team and document these
  • Be main liaison between the Administration team and the Directors/ Leadership team
  • Diary management for one or more of our Advisers/ Wealth Managers
  • To use initiative and discretion in managing constantly changing and complex diaries, anticipate and resolve any conflicts without referral
  • Liaise with clients to ensure meetings run according to plan
  • To prepare and check outgoing internal and external correspondence and reports, including confidential and sensitive information ensuring attention to detail
  • To deliver the highest standard of client care both internally and externally
  • Provide administrative support to the Advisers; including detailed meeting pack preparation, business submission, client requests etc
  • Submit and progress client cases with providers and St. James’s Place admin centres
  • Make travel and accommodation arrangements in line with time management pressures
  • Maintain accurate records of client correspondence using CRM systems
  • Accurately update internal database systems

Key Experience & Skills

  • Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with client queries
  • Proven record of people management
  • Full understanding of back office systems and processes
  • Able to multi-task and work to deadlines, ensuring quality is never compromised
  • The ability to use initiative and problem solve
  • Demonstrate excellent communication skills, particularly paying attention to detail – both internally and externally
  • Approach work positively with a can-do attitude and take responsibility for tasks
  • Ensure confidentiality is maintained at all times
  • Display professional appearance to maintain our company brand
  • A willingness to work as part of a team, but taking overall responsibility for the team
  • Committed to personal development
  • Advanced computer skills with knowledge of the Microsoft packages
  • Able to work under pressure to meet specific time deadlines
  • Happy, motivated and keen to work within a dynamic and progressive business

In addition to a generous basic package (negotiable), there are other discretionary bonuses linked to personal progression, personal performance and overall practice performance. There is much scope for progression which would reward a candidate looking to develop their long-term financial services career.

To apply please send an up to date CV and covering letter to Tristan Gilbody (Operations Manager)

To get in touch with us, please contact us via the phone number or email below. One of our representatives will be happy to assist you.

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