Administration Team Leader

Posted 8 April by Recruit Wealth
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Our client is a leading national advice and wealth management business, delivering holistic and hybrid advice with market-leading investment solutions.

They deliver a truly exceptional service through high-quality advice, all backed by the most efficient administration and technologies available in the industry.

The business is going from strength to strength with rapid growth and expansion due to recently securing Private Equity ownership.

Excitingly, a newly created position, Administration Team Leader is now available to oversee the day to day operations of various offices and staff management within them.

  • First line leader within the integrated Advice Operations function to ensure excellent service to both clients and Advisers and adhere to policy and regulation.Ensure working environments run efficiently
  • Manage all agreed administration aspects for Advisers as per agreed SLA’s
  • Ensure offices are staffed adequately at all times
  • Identify and manage development needs of individuals and agree training plans
  • Manage individual performance through by identifying, implementing and managing
  • Hold regular individual development reviews
  • Hold regular team meetings to communicate team performance
  • Responsible for coaching and training of new and existing members
  • Assist and support with recruitment
  • Undertake quality assessments on work completed by the team
  • Highlight and manage trends with errors or omissions within internal workstreams across
  • Work in partnership with peers and Senior Leaders for the needs of the business
  • Continually review and improve processes
  • Monitor and report team performance on a weekly basis
  • Arrange and participate in meetings, team events and projects where required.

Benefits of joining the business:

  • Pension
  • Death in Service
  • Private Medical Insurance
  • Group Income Protection
  • Employee Assistance Programme
  • Medicash
  • Discretionary 10% annual bonus
  • Progression

A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.

Home/office hybrid working is fully supported and you will be required to travel to other offices during the working week.

Staff retention is second to none with our client and we have represented them for years with excellent success.

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

Reference: 52438087

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