Administrator Team Leader

Administrator Team Leader

Skipton

£37,000 - £42,000

NJR Recruitment is delighted to be working with a well-established and highly regarded Financial Planning firm who are looking to appoint an Administrator Team Leader to oversee their busy client support function.

This is an excellent opportunity for an experienced Senior IFA Administrator or Team Leader who enjoys leading from the front, improving processes and ensuring the highest standards of client service and compliance across the administration team.

You will manage a team of five Financial Planning Administrators, ensuring workloads are effectively managed, deadlines are met and processes are consistently followed within a regulated financial services environment.

Key Responsibilities

• Lead and manage a team of five Financial Planning Administrators
• Allocate and manage workloads across the team to ensure efficiency and service levels are maintained
• Review and check work completed by the administration team to ensure accuracy and compliance
• Monitor workloads and ensure all tasks are completed within agreed deadlines
• Motivate, mentor and support team members to maintain high performance
• Identify and implement improvements to processes and procedures
• Ensure consistent standards across new business processing, client servicing and provider liaison
• Work closely with advisers, paraplanners and management to support operational efficiency
• Maintain high standards of compliance within an FCA-regulated environment

About You

The successful candidate will be an experienced financial planning administrator with strong organisational and leadership skills.

Key Skills & Experience:

Previous experience within an IFA / financial planning environment

Strong knowledge of pensions, investments and estate planning products

Experience mentoring, supervising or leading an administration team

Highly process-driven with strong organisational skills

Exceptional attention to detail and quality control

Ability to prioritise workloads and ensure deadlines are met

Confident communicator who can motivate and support a team

What's on Offer

• Opportunity to step into a leadership role within a growing financial planning firm
• Supportive and collaborative team environment
• 25 Days holiday + Bank Holidays
• Quarterly Bonus AND Annual Bonus
• Company Pension
• Monthly Well Being bonus
• Private Medical Insurance
• Travel Insurance
• Flexible Hours
• Long-term career progression opportunities

If you are an experienced IFA Administrator looking to take the next step into team leadership, or already managing a team and looking for a new challenge, we would love to hear from you.

For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16516