Administration Manager - Financial Planning

GREAT-MANS LTD; Harrogate; On-site; GBP 80,000 - 100,000; Full time

Job summary

A dynamic company in the financial sector is seeking an Administration Manager to lead and inspire an administration team. This critical position involves fostering a culture of operational excellence, ensuring compliance with regulatory standards, and achieving client outcomes. Responsibilities include mentoring team members, driving compliance with internal procedures, and implementing training programs. The ideal candidate will have strong leadership skills and a commitment to continuous improvement. This is a full-time permanent position based in Liverpool.

Qualifications

• Proven experience in leading and mentoring teams.
• Strong understanding of regulatory compliance and internal procedures.
• Ability to implement training and development programs.

Responsibilities

• Lead, mentor, and develop a high-performing administration team.
• Implement training programs aligned with skills matrices.
• Drive compliance with internal procedures and regulatory requirements.

Skills

People leadership

Operational excellence

Performance management

Compliance knowledge

Job description

We are seeking a dynamic Administration Manager to lead, coach, and inspire a high-performing administration team. This pivotal role ensures the delivery of efficient, accurate, and compliant support to both Clients and Financial Planners.

Combining strong people leadership with hands-on operational involvement, you will champion operational excellence, embed a culture of continuous improvement, and ensure client outcomes, regulatory standards, and business goals are consistently achieved.

Location: Liverpool

Department: Financial Planning Support

Reports to: Head of Client Experience

Contract: Full-time, permanent

Regime: SMF Non-Certified

Administration Manager - Key Responsibilities

• Lead, mentor, and develop team members, fostering accountability and a collaborative, high-performance culture.
• Implement structured training and career development programmes aligned with skills matrices.
• Conduct regular 1:1s, feedback sessions, and performance reviews with measurable outcomes.
• Drive a “right-first-time” culture through error management frameworks and corrective action plans.
• Ensure compliance with internal procedures and external regulatory requirements.
• Resolve escalated cases quickly and embed lessons learned across the team.