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Admin Team Manager

Job description

An ambitious and growing financial planning practice are looking to strengthen their financial planning support function with a key hire. I would like to speak with experienced Administration Team Leader/Managers who come from a financial planning/advice background.

The role is to directly manage a team of high performing Financial Planning Administrators in London whilst also being "hands-on" in terms of providing some administrative support too. Therefore you must have strong experience within financial advice support yourself.

What will you be doing?

  • First line Team Leader within the administration function to ensure excellent service is provided to both our clients and Financial Advisers
  • Ensure that our working environments run efficiently whilst also being a safe and motivational place to work
  • Manage all agreed administration aspects for our Advisers as per our agreed SLA's ensuring consistency of process and to a high level of quality
  • Identify and manage training and development needs of individuals and the team to improve performance and accelerate career development
  • Hold regular individual development reviews with each member within your allocated team and documenting the meetings with agreed actions where identified being managed accordingly
  • Chair regular team meetings to communicate team performance and any other relevant updates including upcoming changes
  • Responsible for recruitment, coaching and training of new team members
  • Continually review and improve processes and look for efficiencies across tasks working collaboratively with other Managers
  • Monitor and report team performance on a weekly basis
  • Arrange and participate in meetings, team events and projects
  • Provide administrative support to the Advisers when required


What we would love to see in your application:

  • Strong experience within a regulated financial planning/wealth management environment
  • Previous team management/leadership experience essential
  • Strong organisational skills and the ability to prioritise
  • Strong interpersonal skills and an ability to inspire and galvanise the team
  • An ability to work under time pressure on important tasks
  • Experience in performance management, quality and efficiency improvement

This position offers you the opportunity to take over an already slick and well established support function and drive it forward to greater heights. You will be a voice within the organization and will have the ability to inspire, develop and grow the team. In return you will receive an extremely competitive salary (depending on skills and experience).

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.