Senior Administrative Lead

2 days ago


Cheltenham, Gloucestershire, United Kingdom mbf Full time

A leading financial planning organisation is seeking an experienced Head of Administration to join their dynamic team. This senior leadership role is responsible for overseeing administrative operations that support the firm's 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, ensuring 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.

Benefits:

  • A competitive salary up to £45,000 per annum.
  • A discretionary bonus scheme.
  • A generous benefits package.
  • A hybrid working arrangement (split between office and home).
  • Ongoing professional development opportunities.

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