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The Company: A regionally renowned and rapidly expanding IFA/wealth management business based in Wakefield who are looking to bring in an experienced Admin Manager as a succession plan to the current incumbent, who is semi-retiring in 2025. An excellent opportunity for a man-manager who is motivated by driving workflow efficiencies, yet still enjoys the technical/product side of the service said team delivers:
- Location: Wakefield
- Hybrid Working: Office based in the main with 1-day WFH flex
Package: £40-45k base DOE + bonus and full company benefits
The Role: To manage the full back-office administration function in support of the group’s Financial Planning team, and ensuring the delivery of compliant procedures which enables high-quality Administration Services support to advisers. Further responsibilities include:
- Oversight of Client Services team development - including coaching, mentoring and training Client Services Administrators
- Involvement in the firm’s Financial Planner Development Programme, including identifying and progressing Client Services Administrators to become Trainee Paraplanners
- Oversight of Programmes e.g. Graduate Financial Planner (as per above), Apprenticeships and CII
- Assisting with the maintaining and creating Client Services processes such as: Report and new business application production, Online and manual new business submission, Valuations, LOA, encashments, client maintenance
- Liaising with Paraplanning Manager ensuring report upload production delivered
- Oversight of the distribution of the Client Service team workload and the planning and implementing the annual OEIC to ISA campaign
- Oversee planning, implementing and keeping up-to-date the Rebalance/Fund Switch Client List and Email Process Procedure
- Conduct quarterly and annual 1:1 and performance reviews for the Client Services team - assisted by the Assistant Client Services Manager
- Identifying and addressing individual training and development needs
- Oversee recruitment of team members
- Collating and reporting Client Services management information
The Person: The role will suit a highly personable yet structured and organised team-leader who is motivated by controlling and streamlining workflows, alongside developing individuals across the breadth of adviser support:
- Required: Financial Planning Administration and Ops team management experience
- Required: 3+ years’ experience working within financial services/wealth management
- Required: A track record of people management, staff training/development and workflow management oversight
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website: www.cb3associates.co.uk
