Job Description
My client is a well established UK financial advice firm, delivering tailored Financial Planning solutions to both individuals and businesses across pensions, investments and protection. With a commitment to delivering high-quality advice and outstanding client service, we are seeking an experienced and proactive Senior Administrator to also take on the role of Office Manager, overseeing daily operations and team workflows.This is a dual-role opportunity ideal for a highly organised and detail-oriented individual with strong experience in financial services administration and a proven understanding of the pensions and investment environment. The successful candidate will be responsible for leading the administration team, managing office operations, and ensuring the smooth running of administrative functions and systems including Intelliflo Office (IO).Key Responsibilities:Administration & Client Support
* Oversee day-to-day administrative processes across the business, ensuring high service standards.
* Issue letters of authority and liaise with providers to chase up policy information.
* Maintain and develop workflows to ensure the efficient processing of business.
* Support the advice team in the preparation of documentation for meetings and suitability reports.
* Handle complex cases such as SIPP/SSAS, drawdown, and offshore bond administration.
Office Management
* Manage office infrastructure, resources, and suppliers (e.g. insurance, systems).
* Assign work to the administration team and monitor task progress.
* Maintain company records, and assist with HR administration.
* Coordinate onboarding and training of new staff and upskilling of team members.
Process Improvement
* Assist in the development and documentation of business processes.
* Identify opportunities for continuous improvement across systems and workflows.
We are ideally seeking someone with 3-5 years experience working within Financial Services Administration, ideally within an IFA / Financial Advisory environment. It would be to your advantage if you have performed a team leading or managerial role in the past. Strong understanding of Pension products, including SIPP SAAS and retirement planning, and working knowledge of the Intelliflow Office (IO) including workflow management and document / report creation. You will be a great listener and communicator.
What We Offer
* Opportunity to play a key leadership role in a growing firm.
* Supportive and collaborative team environment.
* Competitive salary package with potential for progression.
* Ongoing professional development opportunities.