Pensions Administration
2 weeks ago
Fram are working with an independent financial planning firm with offices in across the UK. Due to a growth within the firm, they are looking for a Head of Administration to take responsibility for the management and centralisation of the administration teams. Initially, working with the Nottingham office the role could develop into managing a further site in Preston where you would effectively align administrative support to the Financial Planners. The role is to ensure that the admin team are operating effectively by training, managing, and providing support to a team of administrative personnel. This support function is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Candidates must have an administration manager background within financial services, working a in IFA or wealth management environment.
Key responsibilities
Hiring and training new administrative employees
Evaluating the administrative department regularly and implementing improvements
Planning and coordinating administrative procedures and devising ways to streamline processes.
Managing the integration and change of administrative services across locations.
Delegating specific projects to administrative employees
Preparing and reviewing reports
Liaising between administrative staff and senior management
Evaluating administrative staff on an annual or biannual basis
Assessing staff performance and providing coaching and guidance to ensure maximum efficiency
The successful candidate will work very closely with the Admin team, key stakeholders, Advisers, Paraplanners, and Operations to support the delivery of advice to the Adviser's clients. The office environment is busy, and the role can be challenging, so the successful candidate needs to be able to work as part of a team and adapt to changing requirements. Good communication skills will be important, as is the accuracy of output and working to agreed timescales. Candidates need to be computer literate with MS Office Suite experience, ideally with experience of IO, though not essential, and able to adapt to new ways of working.
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