Financial Services Administration Manager

My client is looking for an experienced Administration Manager to join their established Financial Planning administrative support team; this is an excellent opportunity to join an incredibly well-established team of wealth management and retirement provision, professionals.

My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.

This is a pivotal leadership role, responsible for managing a multi-skilled administration team, ensuring regulatory compliance, driving efficiencies, and delivering excellent outcomes for both clients and advisers.You will oversee workflow across Financial Services on a daily basis, supporting the servicing of existing business, the submission of new investments and play a key role in developing people, processes, and systems in line with business strategy and FCA expectations.

Key responsibilities
You will have lead, motivate and manage a team of administrators and technical staff (circa 20 team members)
You will monitor workloads, allocate work, points of contact, rotas and cover to ensure efficient service of delivery
You will oversee administration and technical support across Wealth, Corporate and Protection business
You will work closely with the Compliance Manager to ensure FCA and compliance requirements are consistently met and embedded within the team
You will promote a strong TCF culture, placing excellent client outcomes at the centre of all support functions
You will identify training needs and implement development, coaching and CPD plans
You will conduct appraisals, one-to-ones, probation reviews and performance management
You will recruit, develop and resource the team to meet current and future business needs
You will answer and support day-to-day product and process queries
You will review, improve and implement new processes, efficiencies and system changes
You will manage and contribute to projects, including IT and e-commerce initiatives
You will liaise closely with Compliance, Directors, Product Providers and key stakeholders
You will provide information to the Senior Management team and Directors around work undertaken by administrators, and where any backlogs may develop
You will ensure company values are upheld across all Financial Services staff under your management
You will provide management reporting and updates to the Directors
You will engage with and ensure most effective use of my client chosen CRM – Intelligent Office.
What my client is looking for
You will be a confident and capable people manager with strong Financial Services knowledge and a proactive, improvement-focused mindset.
Essential skills and experience:
You will have proven experience managing administration teams within Financial Services
You will have strong people management, coaching and leadership skills
You will have good knowledge of life assurance, pensions and investment products
You will have excellent organisational, prioritisation and delegation skills
You will possess the ability to analyse workflows and implement efficiencies and improvements
You will be a confident communicator, able to motivate, influence and engage teams and stakeholders
You will have experience in training, development and performance management
Why apply for this position
This is a key leadership role within a respected Financial Services business
An opportunity to shape and improve systems, processes and team development
A chance to become a supportive senior leader, working in a collaborative working environment
A chance to focus on quality, compliance and client outcomes — not just volume
My client offers long-term career development within a growing organisation
Benefits • Company pension

• 25 days holiday + BH (option to purchase additional holiday each year)


• Death in Service 4 x Salary


• Bupa Cashplan


• Annual pay review


• Annual group bonus (discretionary)


• Regular work social events


• Support of professional training and development (CII exams)

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