Administration Manager

Exchange Street Claims ltd; England; Hybrid; GBP 39,000 - 42,000; Full time

Job summary

A leading employee-owned firm in the United Kingdom is seeking a manager to oversee a team of administrators. In this role, you will enhance team performance, engage with clients, and be involved in the leadership team. The firm offers a competitive salary of £39,000 - £42,000, hybrid work arrangements after 6 months, and an excellent work-life balance. Join a company known for its supportive culture and employee development.

Benefits

3-figure company bonus scheme

Annual salary appraisal

Private Medical Insurance

Support with exams/memberships

27 days holiday with time served

Qualifications

• Experience of using a financial planning based CRM like Intelliflo.
• Experience with platforms like Transact.
• Ability to challenge providers for better client outcomes.

Responsibilities

• Manage and develop a team of three experienced administrators.
• Be the key contact for clients and the team.
• Improve established processes and data quality.

Skills

Financial planning CRM experience

Time management skills

Strong client relationship skills

Good technology skills

Desire to learn

Tools

Intelliflo

Transact

Job description

A job that offers stability, a real voice and a sense of purpose can feel hard to come by.

Hard, but not impossible.

This firm are employee owned through an Employer Ownership Trust (EOT). That means the business won't get sold because it needs trustee approval (that it will never get) for that to happen. This gives you a level of stability you won't find elsewhere.

And that's not all.

You get a voice when it comes to deciding on plans and what you do with your profits. After 12 months service you'll get a tax free sum of up to £3,600 every year. And you can be sure you're joining a company with a people-first culture.

It's as close to a job for life that you can get.

And it's not just any job.

This business is one of the absolute best in the UK. That sounds a big claim but mention their name to people in the profession and they'll nod.

They have unrivalled experience and knowledge about nurturing and developing their staff. Look at any staff profile, speak to any one of them, and they'll tell you the same.

As you'd expect the pay and conditions are first class too:

• Starting salary of £39,000 - £42,000
• A sizeable, 4-figure company bonus scheme that has paid out every year
• Annual salary appraisal
• PMI
• DIS
• Holidays that increase to 27 days with time served
• Support with exams/memberships (as well as bonuses for passing exams)

Whilst they work hard they have the perfect balance. It's rare you'll see one of your peers in the office after 5pm. And whilst you'll be on site for the first 6 months after that you'll work on a hybrid basis (3 days in the office) after that.

The office itself has an on-site gym, a pizza oven and view that is just wow.

WHAT YOU'LL BE DOING:

This is a newly created role with a focus on managing and developing a team of three experienced administrators.

You will:

• Be the ‘go to’ person for the team and one of the key contacts for clients
• Feed into the leadership team with the potential to sit on the Leadership Team in the future
• Oversee established processes, procedures and data quality and look at ways to improve
• Deliver 1-1s, develop and train your team
• Become a subject matter expert within the business in areas that you want to excel in
• Assist the technical and planning team with preparing paperwork for client meetings, planning and product research, and new business submission

HERE'S WHAT YOU'LL NEED:

• Experience of using a financial planning based CRM (Intelliflo would be ideal)
• Experience of platforms (Transact would be ideal)
• Experience of challenging providers to achieve great outcomes for clients
• Motivation and time management skill
• Strong client relationship skills
• Conscientiousness and a desire to learn
• Good technology skills