Client Administration Team Lead
1 week ago
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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