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I'm working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team. The business is in the midst of an exciting growth trajectory due to their continued success.We're looking for candidates with proven IFA administration experience, ideally those already excelling as Team Leaders or Managers, who are local to the Gloucester area. This opportunity is well-suited for individuals looking to embrace a new challenge within a small IFA firm, where their contributions are highly valued, and their voice has a meaningful impact.Responsibilities:
- Lead and manage the administration team, leveraging previous IFA administration experience.
- Act as a "Client Champion," ensuring exceptional client service and experience.
- Maintain proficiency with back-office administration software and IT tools, supporting efficient operations.
- Oversee the training, mentorship, and development of administration team members.
- Manage work-flow allocation and ensure timely completion of administrative tasks across teams while adhering to deadlines.
- Conduct performance appraisals.
- Support in recruitment to expand and strengthen the administration team.
The business offers huge opportunities for progression, demonstrated by many longstanding members of staff. Joining, you will certainly feel part of a supportive team that have a pro-active and passionate approach to their work. Perks - The company provides a variety of benefits, including flexible working arrangements, private medical insurance, free parking, a relaxed and supportive work culture, and a beautifully designed, modern office environment. If you're looking for a welcoming yet professional environment where your career can flourish, apply now to
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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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.
