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Administration Manager

2 months ago

Wokingham, Wokingham, United Kingdom Ortus PSR Full time
About Ortus PSR

Ortus PSR is a well-established financial services firm dedicated to providing personalized financial planning and investment management services. We are seeking an experienced professional to join our team as an Administration Manager.

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.
Requirements
  • 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.
Preferred Qualifications
  • CII Qualifications: Diploma or advanced diploma level is advantageous.
  • Industry Knowledge: Experience with providers such as Transact, L&G, Aegon, Standard Life, and Aviva.
What We Offer
  • 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.