Head of Administration – IFA

TN United Kingdom; Gloucester; On-site; GBP 35,000 - 45,000; Full time

Job summary

An established wealth management firm in Gloucester is seeking a Head of Administration to lead a growing team. This pivotal role involves managing a small team, enhancing client interactions, and ensuring efficient workflow. With a focus on interpersonal and communication skills, you will be instrumental in training and mentoring team members while overseeing office management. Join a dynamic environment where your expertise will drive success and growth within the organization. If you are passionate about financial planning administration and team leadership, this opportunity is perfect for you.

Qualifications

• Experience in IFA Administration, preferably in a management role.
• Strong communication skills to lead and serve clients effectively.

Responsibilities

• Manage a team of Administrators and oversee office operations.
• Conduct appraisals and manage HR requirements for team members.

Skills

Interpersonal Skills

Communication Skills

Management Experience

Client-Centric Approach

Workflow Allocation

Tools

Back Office Administration Software

Job description

Location

GLOUCESTER

Salary £35,000 - £45,000 | Type: Permanent | Workplace: On-Site | Ref: 88008

Job Description:

We are working with an established wealth management firm based in Gloucester, seeking a Head of Administration to join their growing team.

You will manage a small team of Administrators, with plans to expand this team in the coming months.

The ideal candidate will have excellent interpersonal skills and a thorough understanding of Financial Planning administration. This is an office-based position.

Responsibilities and Experience:

1. Previous IFA Administration experience is essential, preferably in a management role.
2. Client-centric approach in all interactions.
3. Strong written and verbal communication skills to lead the team and serve clients effectively.
4. Good knowledge of back office administration software and applications.
5. Experience in training, mentoring, and managing colleagues.
6. Competent in workflow allocation and diary management to ensure timely completion of tasks.
7. Conducting appraisals and managing HR requirements for team members.
8. General office oversight and management.
9. Assist in recruiting new team members to support growth.

Next Steps:

Apply today to be considered for this opportunity. A specialist consultant will contact you to discuss the role in detail before submitting your CV to the client. We aim to understand your skills and motivations and may suggest other relevant opportunities.

Refer a friend or colleague and receive £200 if we help them secure a new role.

Additional Information:

Synonyms include: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator, Financial Planning Administrator, Senior IFA Administrator, Office Manager, Practice Manager, Wealth Management, Team Leader.