Wealth Planning Admin & Client Services Lead

Financial Divisions; Maidenhead; On-site; GBP 55,000 - 75,000; Full time

Job summary

Financial Divisions in Maidenhead is seeking a hands-on Head of Client Services / Administration Manager to lead a six-strong team within a growing IFA practice. You will allocate workloads, coach staff, monitor performance and ensure timely, accurate client administration while maintaining strong relationships with advisers and senior management.

This is a pivotal role offering real ownership of the administration function and meaningful opportunities to shape processes, training and client

Qualifications

• Lead, motivate and develop a team.
• Manage competing priorities in a high-volume environment.
• Allocate work intelligently and maintain visibility of workflow.
• Have confident but constructive conversations around performance and conduct.

Responsibilities

• Lead, manage and develop a team of six Administrators.
• Allocate and prioritise workloads, ensuring work is completed accurately and within timescales.
• Provide clear direction and day-to-day support to the administration team.
• Monitor workflow, adviser requests and client administration to ensure nothing is lost.
• Conduct regular one-to-ones, provide coaching and feedback, and support development.
• Set expectations around productivity, quality, conduct and service standards.
• Identify training requirements and work with L&D to strengthen capability.
• Manage performance issues with appropriate coaching and formal processes.
• Escalate operational, workflow and people-related issues as needed.
• Monitor management information to identify bottlenecks and improvement opportunities.
• Plan ahead for peak workload periods and changing priorities.
• Help establish consistent processes across the administration function.

Job description

Financial Divisions in Maidenhead is seeking a hands-on Head of Client Services / Administration Manager to lead a six-strong team within a growing IFA practice. You will allocate workloads, coach staff, monitor performance and ensure timely, accurate client administration while maintaining strong relationships with advisers and senior management.

This is a pivotal role offering real ownership of the administration function and meaningful opportunities to shape processes, training and client