Head of Administration - Financial Planning - mbf. : Job Details

Head of Administration - Financial Planning

Salary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning Organisation

We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering exceptional financial planning services to clients across the UK.

Due to their ongoing expansion, they are now looking to recruit a Head of Administration to join their dynamic team. This is a pivotal leadership role responsible for overseeing and enhancing the administrative operations that support the firm’s Financial Planners, Paraplanners, and clients.

Key Responsibilities:

• Lead and manage a team of IFA Administrators, ensuring the team operates efficiently and meets high performance standards.
• Oversee daily administrative operations to ensure seamless support for Financial Planners and Paraplanners.
• Ensure exceptional service delivery to clients, maintaining the firm's strong reputation for quality and professionalism.
• Streamline and improve administrative processes to increase efficiency and productivity across the team.
• Manage workloads within the team to ensure all tasks are completed on time and to a high standard.
• Foster a collaborative, positive, and supportive team environment focused on continuous improvement.
• Conduct regular performance reviews, provide constructive feedback, and identify development opportunities.
• Handle escalated client issues promptly, maintaining a focus on client satisfaction and resolution.

Requirements:

• Strong knowledge of financial services or IFA administration processes.
• Proven leadership and team management experience within a financial services environment.
• Exceptional communication and interpersonal skills, with the ability to engage and motivate a team.
• Excellent organisational skills with a strong attention to detail and problem-solving ability.
• Proficient in financial planning software and Microsoft Office Suite.
• Ability to manage multiple priorities under pressure and meet deadlines.
• Previous experience in a senior administration or leadership role would be advantageous, but we will also consider experienced IFA Administrators looking to step into a leadership role.

What’s on Offer:

• Competitive salary up to £45,000 per annum.
• Discretionary bonus scheme.
• Generous benefits package.
• Hybrid working arrangement (split between office and home).
• Ongoing professional development and opportunities for career progression.
• The chance to work with a leading and respected financial planning organisation.