I am recruiting for a client that is currently seeking a Administration manager to manage a small team and oversee the everyday office function as well as carry out the Senior Financial Planning administration work including working on some of the more Complex cases.
This role is based within the financial planning sector giving advice on whole of market products, such as Pensions, Investments and Inheritance Tax.
The duties:
Oversee and manage the daily operations of the Financial Planning Administrators which is a medium sized team.
Develop and implement administrative policies and procedures to improve efficiency and productivity
Coordinate and supervise administrative staff, including assigning tasks and monitoring performance
Ensure compliance with company policies and regulations
Handle sensitive and confidential information with discretion
Prepare reports, presentations, and correspondence as required
Schedule appointments, meetings, and travel arrangements for Advisers
Assist in budget preparation and expense management
Some understanding of technical products and procedures, as well as law, with support of the Paraplanner
Acts as main point of contact between providers and Adviser(s) in the transfer, set up and administration of investments and policies on behalf of clients.
This includes dealing with letters of authority, processing new applications, following up with ongoing transactions, resolving issues etc.
Health and Safety officer and Mental Health First Aider for their office and possibly one other
The Requirements:
* Supervisory/Managerial experience, 1+ years (preferred)
* Industry qualifications, one or more of the following: R02, R03, R04 (preferred)
* Good administrative, organisational and collaborative skills
Ensures that the client is kept informed on
* Bachelor's degree in business administration or related field preferred
* Proven experience as an administration manager or similar role
* Strong organizational and time management skills
* Excellent written and verbal communication skills
* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
* Ability to multitask and prioritize tasks effectively
* Attention to detail and problem-solving skills
* Ability to work independently as well as in a team environment
* Knowledge of office management systems and procedures
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