Head of Customer Administration Management

14 hours ago


Gloucester, Gloucestershire, United Kingdom IDEX Consulting Ltd Full time
IFA Administration Team Lead

We are looking for an experienced IFA administration professional to lead our client administration team. The successful candidate will have a strong background in IFA administration, ideally with experience as a Team Leader or Manager. This is an exciting opportunity for individuals seeking a new challenge within a small IFA firm.

  • The role involves leading the administration team, utilizing previous IFA administration experience to optimize operations.
  • As a 'Client Champion', the successful candidate will ensure exceptional client service and experience.
  • Maintenance of back-office administration software and IT tools proficiency is crucial for seamless operations.
  • The role encompasses training, mentorship, and development of administration team members, as well as workflow allocation management and timely task completion.
  • Performance appraisals and recruitment support are also integral responsibilities.

This opportunity presents chances for career advancement, exemplified by numerous long-serving employees who have flourished within the company. A collaborative team atmosphere with a proactive and enthusiastic approach to work awaits the successful applicant.

An array of benefits, including flexible working arrangements, private medical insurance, free parking, and a contemporary office space, make this an appealing prospect for professionals seeking a warm and professional environment where they can develop their careers.



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