Admin Team Leader - Financial Services!

Office Angels; City Of London; On-site; GBP 40,000 - 45,000; Full time

Job summary

A leading financial services organisation in the City of London is seeking an experienced Admin Team Leader to guide their administration team. This position involves leading a team of 4+, improving operational processes, and ensuring exceptional service standards. The role offers a competitive salary of £40,000-£45,000 and is based on-site in London. Join us to make a positive impact in a collaborative environment.

Qualifications

• Proven experience managing administrative staff within an IFA or financial services environment.
• Strong ability to manage workflows, prioritise tasks, and meet deadlines.
• Excellent customer-service approach with meticulous attention to detail.
• Understanding of compliance requirements within financial services.
• Comfortable using CRM systems and administrative software.

Responsibilities

• Lead, support, and oversee the daily operations of the administration team.
• Act as the main escalation point for team queries.
• Implement and refine administrative processes to increase efficiency.
• Ensure ongoing compliance with GDPR and regulatory standards.

Skills

Team Leadership

Organisational Skills

Client Focus

Regulatory Knowledge

Tech-Savvy

Communication

Process Mindset

Training Orientation

Tools

CURO

Job description

📣 Join Our Team as an Admin Team Leader - Financial Services! 🌟

Are you an experienced administrator with strong leadership skills and a passion for driving operational excellence? Our client, a leading organisation within the IFA/Financial Services sector, is seeking a proactive Admin Team Leader to support and guide their administration team. Based in a vibrant office near Blackfriars, City of London, this is a fantastic 9-month fixed-term contract opportunity, with potential to extend. (Please note: this position is being advertised by the Office Angels Central London Team.)

Role Overview

As the Admin Team Leader, you will report to the Head of Administration and play a key role in ensuring the smooth running of day-to-day operations. You will lead a team of 4+ administrators, support process improvements, and help drive exceptional service standards across the department.

Key Responsibilities

• Lead, support, and oversee the daily operations of the administration team
• Act as the main escalation point for team queries, workflow, and workload distribution
• Identify training needs and encourage continuous development
• Ensure efficient processing of new and existing business
• Implement and refine administrative processes to increase efficiency
• Oversee the client review process and maintain accurate CRS records
• Support the team with everyday administrative duties
• Enhance productivity, service quality, and operational performance
• Work closely with the Head of Administration to support departmental goals
• Attend regular meetings with senior management and team members
• Provide operational oversight and ensure adherence to company procedures
• Host weekly team meetings to monitor workloads and priorities
• Process and track new business via CURO event lists
• Prepare and manage Client Review Packs for designated clients
• Maintain accurate data within CURO and provider platforms
• Carry out general client administration tasks
• Ensure ongoing compliance with GDPR, Health & Safety, and regulatory standards

What We're Looking For

• Team Leadership: Proven experience managing administrative staff within an IFA or financial services environment
• Organisational Skills: Strong ability to manage workflows, prioritise tasks, and meet deadlines
• Client Focus: Excellent customer-service approach with meticulous attention to detail
• Regulatory Knowledge: Understanding of compliance requirements within financial services
• Tech-Savvy: Comfortable using CRM systems and administrative software (CURO experience advantageous)
• Communication: Confident communicator able to collaborate effectively across teams
• Process Mindset: Forward-thinking approach to identifying areas for improvement
• Training Orientation: Ability to support team development and promote best practice

Salary & Benefits

• Competitive salary: £40,000-£45,000 (DOE)
• Full-time, office-based role
• Convenient location just 7 minutes from City Thameslink station

Why Join Us?

This is an exciting opportunity to lead a committed administration team within a supportive, collaborative, and well-established financial services organisation. If you're a motivated leader ready to make a positive impact, we'd love to hear from you!

Apply today and take the next step in your career!

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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