Administrative Services Manager
7 days ago
Ortus PSR is a well-established Independent Financial Advice (IFA) firm dedicated to providing personalized financial planning and investment management services. We are seeking an experienced and driven individual to join our team as an Administration Manager.
Job SummaryThe Administration Manager will play a pivotal role in overseeing a team of administrators, ensuring that our financial planners and clients receive exceptional service. This role encompasses people management, workflow supervision, training, recruitment, and more. It requires a high level of organization and a commitment to maintaining a client-first approach.
Key Responsibilities- Team Leadership: Manage a team of 4 (growing to 6), ensuring high performance and motivation.
- Recruitment & Training: Oversee the recruitment, training, and development of the administrative team.
- Workflow Management: Prioritize and manage tasks to ensure timely completion of all administrative duties.
- Client Service Excellence: Maintain a client-first approach in all aspects of the role.
- Experience: Demonstrated experience in a financial advice environment, particularly within an IFA support team.
- Leadership Skills: Proven ability to inspire, mentor, and manage a team effectively.
- Organizational Strengths: Strong management, communication, and problem-solving skills.
- Technical Proficiency: Competence in Microsoft Office and familiarity with major financial service providers.
- CII Qualifications: Diploma or advanced diploma level is advantageous.
- Industry Knowledge: Experience with providers such as Transact, L&G, Aegon, Standard Life, and Aviva.
- Competitive Compensation: A salary reflective of experience and contributions.
- Professional Development: Support for qualifications and ongoing learning.
- Collaborative Environment: Work closely with financial planners and directors.
- Comprehensive Benefits: Including a pension scheme, health benefits, and more.
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