Reporting directly to the Managing Director, you will lead and upskill the team of Administrators and Senior Administrators, to ensure that the company provide an industry leading experience to both clients and financial planners. As the business continues to grow, you will need to pro-actively ensure that the firms’ structures and processes remain fit for purpose and work with the whole team to deliver outstanding quality of service both from a client and regulatory point of view. A commercial and flexible approach will also be important to ensure first class outcomes are achieved in a timely manner.
Activities and Responsibilities
Workflow management within the administration team and alignment of resources accordingly.
Ensure that prioritisation of work across the team is professionally managed and is suitably flexible to meet changing needs and priorities.
Ensure the Salesforce system is used effectively by the Support Team to ensure the business maximises its effectiveness and potential by using new and updated systems/technology.
Working closely with other parts of the business and key suppliers to ensure practice outputs meet the required standard.
Ongoing development of the policies and procedures governing the working practices of the team, in collaboration with the Senior Administrators and the Management Team.
Delivery of training to new members of staff to ensure familiarity and effective usage of processes and procedures particularly during induction to business, and as experience develops, alongside Senior Administrators as required.
Regular 1:1 performance reviews to encompass personal and business needs.
Upskilling of existing Administration Team to allow for the appointment of Senior Administrators within the Practice following a laid out sign off process.
Working closely with the Management Team to ensure the business remains aligned in respect of desired outcomes.
Attending regular Board and Managers Meetings to ensure an update on the Support Team is provided.
Possibility of this role encompassing allocation of advice cases to paraplanners in the future.
Skills and Experience
Effective communication skills are needed to facilitate upskilling/training and management of Support Team staff members via 1:1/team sessions
Excellent planning and organisational skills
Previous People Management experience is desirable
Ability to effectively lead a team to be the best they can be
Creative and innovative problem solving skills
Ability to work well under pressure
Diploma or CII qualification is desirable but not essential
Administration Team Leader (Wealth Management), Nottingham (CW-1907)
Role Purpose
Reporting directly to the Managing Director, you will lead and upskill the team of Administrators and Senior Administrators, to ensure that the company provide an industry leading experience to both clients and financial planners. As the business continues to grow, you will need to pro-actively ensure that the firms’ structures and processes remain fit for purpose and work with the whole team to deliver outstanding quality of service both from a client and regulatory point of view. A commercial and flexible approach will also be important to ensure first class outcomes are achieved in a timely manner.
Activities and Responsibilities
Skills and Experience
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