Head of Client Services

IDEX Consulting Ltd; England; On-site; GBP 45,000 - 52,000; Full time

Job summary

An established industry player is seeking a Head of Client Administration to lead a dynamic team in Gloucester. This role offers the chance to make a significant impact in a boutique financial advice firm, where your leadership and administrative expertise will be highly valued. The company is on an exciting growth trajectory, providing a supportive environment for professional development and progression. If you are passionate about client service and team management, this opportunity is perfect for you.

Benefits

Private medical insurance

Free parking

Relaxed work culture

Modern office environment

Qualifications

• Proven experience in IFA administration, ideally in a leadership role.
• Strong client service skills and ability to mentor team members.

Responsibilities

• Lead and manage the administration team, ensuring exceptional client service.
• Oversee training, mentorship, and workflow allocation for the team.

Skills

IFA administration experience

Team Leadership

Client Service Excellence

Back-office administration software

Tools

IT tools for administration

Job description

6 days ago Be among the first 25 applicants

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from IDEX Consulting Ltd

Head of Client Administration - £45,000 + Bonus - Gloucester

I’m working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team. The business is in the midst of an exciting growth trajectory due to their continued success.

We’re looking for candidates with proven IFA administration experience, ideally those already excelling as Team Leaders or Managers, who are local to the Gloucester area. This opportunity is well-suited for individuals looking to embrace a new challenge within a small IFA firm, where their contributions are highly valued, and their voice has a meaningful impact.

Responsibilities:

• Lead and manage the administration team, leveraging previous IFA administration experience.
• Act as a "Client Champion," ensuring exceptional client service and experience.
• Maintain proficiency with back-office administration software and IT tools, supporting efficient operations.
• Oversee the training, mentorship, and development of administration team members.
• Manage workflow allocation and ensure timely completion of administrative tasks across teams while adhering to deadlines.
• Support in recruitment to expand and strengthen the administration team.

The business offers huge opportunities for progression, demonstrated by many longstanding members of staff. Joining, you will certainly feel part of a supportive team that have a pro-active and passionate approach to their work.

Perks - The company provides a variety of benefits, including private medical insurance, free parking, a relaxed and supportive work culture, and a beautifully designed, modern office environment.

If you're looking for a welcoming yet professional environment where your career can flourish, apply now to [e-mail]

Head of Client Administration - £45,000 + Bonus - Gloucester

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Management

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Gloucestershire, England, United Kingdom 1 week ago

Gloucester, England, United Kingdom 1 week ago

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