Administration Manager

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

Job summary

A leading employee-owned firm in Salford is seeking a team manager for a new role. Responsibilities include overseeing team processes, client interactions, and team development. Candidates should have experience with financial planning CRMs, motivation, and excellent client relationship skills. The role offers a competitive salary, bonus scheme, and the opportunity for a hybrid work model after six months.

Benefits

Starting salary of £39,000 - £42,000

Sizeable company bonus scheme

Annual salary appraisal

Private Medical Insurance (PMI)

Disability Insurance Scheme (DIS)

Holidays that increase to 27 days with time served

Support with exams/memberships and bonuses for passing exams

Responsibilities

• 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.

Skills

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

Job description

Overview

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 a 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

Time to take proper ownership of your future? Click apply. If you don\'t have a CV just send us a way of contacting you. We can come to the CV later. Everyone will receive a response.