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Administration Team Lead

4 months ago

Chesterfield, United Kingdom Adviser Services Holdings Limited Full time

**Key Responsibilities**:

- Maintenance of administration systems, including updating and ensuring accuracy of all client data
- Oversight and management of the administration team, including performance (121s, target setting, training needs analysis) and absence management (return to work interview and documentation)
- Ensuring compliance to key processes of admin team
- Facilitation of day-to-day duties of the administrator team.
- Optimisation of the administration team, including effective in-person and virtual communication
- Production of Key Management Information reports for managers and stakeholders
- Presenting to the board
- Ability to problem solve and mitigate.
- Managing workplace culture within the team
- Ensure efficient administrative support for our advisers
- Obtaining policy information and preparation of data for client meetings
- Preparation of review letters and reports for approval by the Financial Adviser and prepare of accompanying documentation as required.
- Excellent communication when dealing with client queries to ensure a consistent standard of service
- Acting as an advocate for the ASHL group
- Liaising with clients to manage incoming queries
- To fully understand and adhere to the Consumer Duty.

**Knowledge Requirements**:

- Commercial/Organisation awareness
- Proficient knowledge of Intelligent Office
- FCA knowledge

**Skill Requirements**:

- Experienced line manager
- Competent use of Microsoft Office
- Excellent written and spoke English
- Ability to work within a cross-functional team
- Excellent organisation and ability to prioritise effectively when managing multiple tasks

Pay: £26,000.00-£28,000.00 per year

**Benefits**:

- Cycle to work scheme
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Private medical insurance

Schedule:

- Day shift
- Monday to Friday

Ability to commute/relocate:

- Chesterfield, S43 4PZ: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you have experience using Intelligent Office (IO)?

**Experience**:

- line manager: 1 year (preferred)
- Administrative experience: 2 years (required)
- Financial Services: 1 year (required)

Work Location: In person

Expected start date: 01/07/2024