Financial Services Administration Manager

My client is looking for an experienced Administration Manager to join their established Financial Planning administrative support team; this is an excellent opportunity to join an incredibly well-established team of wealth management and retirement provision, professionals.

My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.

This is a pivotal leadership role, responsible for managing a multi‑skilled administration team, ensuring regulatory compliance, driving efficiencies, and delivering excellent outcomes for both clients and advisers.

You will oversee workflow across Financial Services on a daily basis, supporting the servicing of existing business, the submission of new investments and play a key role in developing people, processes, and systems in line with business strategy and FCA expectations.

Key responsibilities

You will have lead, motivate and manage a team of administrators and technical staff (circa 20 team members)

You will monitor workloads, allocate work, points of contact, rotas and cover to ensure efficient service of delivery

You will oversee administration and technical support across Wealth, Corporate and Protection business

You will work closely with the Compliance Manager to ensure FCA and compliance requirements are consistently met and embedded within the team

You will promote a strong TCF culture, placing excellent client outcomes at the centre of all support functions

You will identify training needs and implement development, coaching and CPD plans

You will conduct appraisals, one‑to‑ones, probation reviews and performance management

You will recruit, develop and resource the team to meet current and future business needs

You will answer and support day‑to‑day product and process queries

You will review, improve and implement new processes, efficiencies and system changes

You will manage and contribute to projects, including IT and e‑commerce initiatives

You will liaise closely with Compliance, Directors, Product Providers and key stakeholders

You will provide information to the Senior Management team and Directors around work undertaken by administrators, and where any backlogs may develop

You will ensure company values are upheld across all Financial Services staff under your management

You will provide management reporting and updates to the Directors

You will engage with and ensure most effective use of my client chosen CRM – Intelligent Office.

What my client is looking for

You will be a confident and capable people manager with strong Financial Services knowledge and a proactive, improvement‑focused mindset.

Essential skills and experience:

You will have proven experience managing administration teams within Financial Services

You will have strong people management, coaching and leadership skills

You will have good knowledge of life assurance, pensions and investment products

You will have excellent organisational, prioritisation and delegation skills

You will possess the ability to analyse workflows and implement efficiencies and improvements

You will be a confident communicator, able to motivate, influence and engage teams and stakeholders

You will have experience in training, development and performance management

Why apply for this position

This is a key leadership role within a respected Financial Services business

An opportunity to shape and improve systems, processes and team development

A chance to become a supportive senior leader, working in a collaborative working environment

A chance to focus on quality, compliance and client outcomes — not just volume

My client offers long‑term career development within a growing organisation

Benefits

• Company pension
• 25 days holiday + BH (option to purchase additional holiday each year)
• Death in Service 4 x Salary
• Bupa Cashplan
• Annual pay review
• Annual group bonus (discretionary)
• Regular work social events
• Support of professional training and development (CII exams)