Wealth Planning Administration Manager

Head of Client Services / Administration Manager

Working Pattern: Predominantly office-based, with some flexibility

Are you an experienced Administration Manager, Client Services Manager or Operations Manager who knows how to get the best from people, bring order to a busy environment and keep a financial planning operation moving?

This could be an excellent opportunity to take ownership of a sizeable administration function within a well-established and growing IFA business supporting around 20 Financial Advisers
.

You’ll lead a team of six Administrators
, making sure the right work gets to the right people, deadlines are met, standards remain high and, importantly, the team has the leadership and support it needs to thrive.

This isn't a role for someone who simply wants to sit at the top of an organisational chart.

It’s a hands-on management position for someone who enjoys making things happen.

The business is established, successful and continuing to grow. With that growth comes greater complexity, increased workflow and the need for strong operational leadership.

You’ll be the person bringing structure, clarity, accountability and momentum to the administration function.

Working closely with advisers, senior management and other operational colleagues, you’ll take responsibility for the day-to-day running of the team while helping to improve the way the function operates.

You’ll have the opportunity to make a genuine difference – not simply managing today's workload, but helping build an administration operation capable of supporting tomorrow's business.

As Head of Client Services / Administration Manager
, you will:

• Lead, manage and develop a team of six Administrators.
• Allocate and prioritise workloads, ensuring work is completed accurately, efficiently and within agreed timescales.
• Provide clear direction and day-to-day support to the administration team.
• Monitor workflow, outstanding tasks, adviser requests and client administration to ensure nothing gets lost in the noise.
• Conduct regular one-to-ones, provide coaching and feedback, and support individual development.
• Set clear expectations around productivity, quality, conduct and service standards.
• Identify training requirements and work with colleagues responsible for learning and development to strengthen team capability.
• Manage performance issues where required, including appropriate challenge, support and formal people-management processes.
• Act as the first point of escalation for operational, workflow and people-related issues.
• Monitor management information and use it to identify bottlenecks, capacity issues, training needs and opportunities for improvement.
• Plan ahead for periods of increased workload, holidays, absence, adviser requirements and changing business priorities.
• Help establish consistent processes and working practices across the administration function.
• Support the maintenance of procedures, quality controls and appropriate operational standards.
• Work closely with advisers and senior colleagues to ensure the administration team provides an excellent level of support.
• Contribute to operational projects, process improvements and business change.
• Help create a culture where people take ownership of their work, support one another and understand what good looks like.

We’re looking for someone who has already demonstrated that they can lead an administration or client services team successfully
.

You may currently be an:

Your background could be within financial planning, wealth management, banking, insurance, professional services or another regulated environment
.

More important than your job title is your ability to:

• Lead, motivate and develop a team.
• Manage competing priorities in…