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Administration Manager

Exchange Street Claims ltd

Bradford-on-Avon

On-site

GBP 50,000 - 58,000

8 days ago

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Job summary

An evolving IFA business is seeking an Administration Manager to lead their dedicated team in delivering exceptional client services. This role offers an opportunity to shape the future of the firm while enjoying a supportive culture that values employee input and development. With a competitive salary and a range of benefits including a pension scheme and ongoing training, this position is perfect for someone with leadership experience in financial planning. Join a company that prioritizes staff investment and fosters a collaborative environment where your contributions make a real difference.

Benefits

Company pension scheme with enhanced contributions

Employee Assistance Programme

Full training with a designated mentor

Free Eye Test Vouchers

Discretionary Company Sick Pay

Qualifications

  • Experience in leadership within a financial planning firm.
  • Strong character, ethics, and leadership skills are essential.

Responsibilities

  • Take ownership of client service delivery and exceed expectations.
  • Lead the admin team and collaborate with paraplanners and planners.

Skills

Leadership

Client Service Management

Team Management

Communication Skills

Education

Level 4 Qualification

Job description

This IFA business is evolving. But rather than selling to a consolidator they're keeping succession planning in-house.

That means stability. It means modernisation and for you, opportunity.
It's already a successful, profitable company. But with succession planning in mind they've conducted a review and have recognised the need for investment. That will include the potential acquisition of other firms but also investment in its staff.

Which is where you come in.

They have several vacancies to join their existing team, a team where retention is the watchword. Most of the team have been here for more than seven years and that doesn't happen by accident.

It happens when you nurture and develop people. It happens when you trust and empower them. And it happens when you reward them fairly for the work they do.

This includes structured onboarding and regular reviews with two-way feedback. It includes ongoing training and support with exams. But it also includes getting your own mentor.

They're currently recruiting for an administration manager. This will focus on taking full ownership and responsibility for the delivery of client services,
ensuring the highest standards are met and client expectations are exceeded. You'll lead the admin team and work closely with the firm's paraplanners and planners.

This comes with a starting salary of up to c£50,000 (but there is some flexibility here). There's also a range of benefits:

  • Company pension scheme with enhanced company contributions
  • Employee Assistance Programme – Health Assured (a 24 hour helpline to support you through any of life’s issues or problems. This is confidential, easy to access and often 1-1 counselling sessions are included as necessary)
  • Full training with a designated mentor to support the right candidate
  • Free Eye Test Vouchers
  • Discretionary Company Sick Pay

This is a business that is evolving. That quest to improve and invest speaks of a culture of humility and a drive to be the best business possible. And in such an environment your voice will be heard.



HERE'S WHAT YOU'LL NEED:

You'll have leadership experience within a financial planning firm and be comfortable managing others. You'll lead from the front and have a mindset around empowering others.

Level 4 qualification would be an advantage but it's not a pre-requisite. Someone with the right character, ethics and leadership skills is of more interest.

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