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Admin Team Leader
Job summary
A well-established financial services firm in Manchester is seeking a proactive Admin Team Leader to lead their administration team. The ideal candidate will have at least three years of experience in financial services, proven leadership skills, and strong organisational abilities. Responsibilities include managing workflows, training team members, and ensuring high-quality service delivery. The role offers flexible working hours and a competitive salary up to £35,000 pro rata.
Benefits
Qualifications
- At least three years' experience in financial services, ideally IFA or wealth management.
- Proven leadership or team management experience.
- Excellent communication and organisational skills.
Responsibilities
- Lead and support a team of financial administrators.
- Train, coach, and develop team members.
- Maintain exceptional client service standards.
Skills
Tools
Are you an experienced operations professional looking to take the next step in your career? Our client, a well-established and growing financial services firm, is seeking a proactive and highly organised Admin Team Leader to lead their administration function and ensure the smooth running of the business.
- Leading and supporting a team of five financial administrators, managing workflows and ensuring high-quality service delivery
- Training, coaching, and developing team members
- Playing an active role in day-to-day financial planning administration
- Maintaining exceptional client service standards and supporting operational efficiency
- Ensuring full compliance with regulatory requirements, internal processes, and industry standards
- Liaising with third-party providers and clients to ensure clear communication and timely follow-up
- Handling escalated client queries and acting as a key point of contact, providing professional and efficient resolution
- Driving continuous process improvements to enhance business performance
- Collaborating closely with advisers, paraplanners, and senior leadership
- Reports to: Managing Director
- Software: Xero
- Monday to Friday – flexible hours around 20/25 per week
- Salary up to £35,000 pro rata (negotiable)
The successful candidate will have at least three years' experience within financial services – ideally within an IFA, wealth management, or financial planning environment. You’ll bring proven leadership or team management experience, with the ability to motivate, coach, and develop others. A strong working knowledge of the Intelligent Office (IO) system is essential. You will be an excellent communicator with strong organisational skills, exceptional attention to detail, and a hands‑on approach. If you are committed to delivering outstanding service in a fast‑paced environment, we’d love to hear from you.
The role offers a competitive salary, a 37.5‑hour working week with flexible working hours and the option to work from home one day per week.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.