Team Leader - IFA Admin/Operations

Reed; Bristol; Hybrid; GBP 38,000 - 43,000; Full time

Job summary

A financial services firm in Bristol is seeking an Administration Manager to lead administrative operations, ensuring compliance and high-quality support across all departments. This role is vital for streamlining processes and assisting senior management in strategic decisions. Candidates must have a minimum of 3 years in administrative management, strong organizational skills, and excellent communication skills. Benefits include 25 days holiday plus a pension scheme.

Benefits

Central Bristol location

Comprehensive training

25 days holiday plus bank holidays

Company Pension Scheme

Group Life Scheme

Emergency fund availability

Qualifications

• Minimum 3 years of administrative management experience, including team leadership.
• Strong organisational, planning, and multitasking skills.
• Excellent written and verbal communication abilities.

Responsibilities

• Supervise and mentor the administration team to achieve goals and service standards.
• Ensure administrative systems and processes are up to date and functioning effectively.
• Develop and implement administrative policies to improve efficiency.
• Prepare reports and presentations for management meetings.

Skills

Organisational skills

Planning skills

Multitasking skills

Written communication

Verbal communication

Job description

Administration Manager

• Location: Bristol (Office-based / Hybrid working can be discussed)
• Hours: 35 hours per week (5 days per week)
• Contract Type: 12 Month Fixed Term Contract, Full-time
• Starting Salary: £38,000 - £43,000 DOE

We are seeking an Administration Manager to lead and manage our administrative operations, ensuring efficiency, compliance, and high-quality support across all departments within an IFA firm. This role is pivotal in streamlining office processes, managing resources, and supporting the Managing Director and the wider management team in strategic decision‑making.

Day-to-day of the role:

• Leadership & Team Management:
  • Supervise, mentor, and develop the administration team to achieve organisational goals and service standards.
  • Allocate responsibilities and tasks to ensure efficient workflow and workload balance.
  • Conduct regular team meetings, performance reviews, and professional development sessions.
  • Foster a positive and collaborative team culture focused on accountability and service excellence.
• Operational & Office Management:
  • Ensure administrative systems, processes, and databases are up to date and functioning effectively.
  • Manage office budgets, procurement, and cost controls in alignment with company policies.
• Administrative Coordination:
  • Develop, implement, and review administrative policies and procedures to improve efficiency.
  • Support senior management with scheduling, correspondence, reporting, and document management.
  • Ensure compliance with company policies, data protection, and legal requirements.
  • Liaise with internal and external stakeholders to provide administrative and operational support.
• Strategic Support & Reporting:
  • Prepare reports, presentations, and documentation for management and board meetings.
  • Contribute to strategic planning by identifying areas for operational improvement.
  • Provide timely and accurate management information to senior management, ensuring it is relevant for the needs of the business.

Required Skills & Qualifications:

• Minimum 3 years of administrative management experience, including team leadership.
• Strong organisational, planning, and multitasking skills.
• Excellent written and verbal communication abilities.
• Knowledge of HR, procurement, or facilities management practices is advantageous.

Benefits:

• Central Bristol location with excellent transport links.
• Comprehensive training provided.
• 25 days holiday plus bank holidays, with additional holiday entitlement between Christmas and New Year.
• Company Pension Scheme.
• Group Life Scheme – 4x salary.
• Emergency fund availability.

To apply for the Administration Manager position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.