Administration Director

4 days ago


Cheltenham, Gloucestershire, United Kingdom mbf Full time

Ambitious individuals can excel in this challenging Head of Administration role, supporting the growth of a renowned financial planning organisation. This senior leadership position entails overseeing administrative operations that facilitate the work of Financial Planners, Paraplanners, and clients.

Key Responsibilities:

  • Manage a team of IFA Administrators to ensure efficient operations and meet high performance standards.
  • Oversee daily administrative tasks to provide seamless support for Financial Planners and Paraplanners.
  • Maintain exceptional service delivery to clients, upholding the firm's strong reputation for quality and professionalism.
  • Streamline administrative processes to increase efficiency and productivity across the team.

Requirements:

  • Strong knowledge of financial services or IFA administration processes.
  • Proven leadership experience within a financial services environment.
  • Exceptional communication and interpersonal skills.
  • Excellent organisational skills and problem-solving ability.
  • Proficient in financial planning software and Microsoft Office Suite.

Salary: Up to £45,000 per annum.



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