Client Administration Team Lead

1 week ago


Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full time £42,500

Head of Client Administration

Join IDEX Consulting Ltd as the Head of Client Administration and lead their high-performing client administration team. As a senior client administrator manager, you will drive motivation and performance, oversee client record management, and ensure compliance with internal standards and regulatory guidelines.

Key Responsibilities:

  • Lead, coach, and develop a high-performing client administration team.
  • Oversee client record management in the Intelligent Office system.
  • Monitor invoicing, income tracking, and reconciliation.
  • Manage team workloads effectively.
  • Foster a positive, collaborative team environment.

Hybrid Role: 2-3 days per week in the office

Perks: Flexible work arrangements, up to 30 days annual leave, private medical insurance, excellent employee pension scheme, and more.

Requirements:

  • Ideal Candidate: Proven experience in managing a client administration team.
  • Familiarity with Intelligent Office or similar client management systems is highly advantageous.
  • Progress towards a Financial Planning diploma (QCF Level 4) or equivalent is preferred.


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