Administration Team Leader

Location

Chesterfield, Derbyshire | United Kingdom

Job description

Job Title: Administration Team Leader

Location: Chesterfield

Job Type: Permanent Full Time

Working Hours: 35 hours, Monday to Friday 9:00 am to 5:00 pm

Salary: Up to £35,000 (Depending on experience level)

Reference Number: 7538

What’s on Offer:

• Flexible salary banding Up to £35,000 (Depending on experience)
• On-site parking
• Death in service
• Private Medical cover
• Pension scheme

The Company:

My client is a long-established Wealth Management Firm, based in Chesterfield.  They are looking for a full-time Team Leader to join their back-office administration team to support their financial advisers.

This role is to supervise a team of administrators towards providing efficient administrative support to our Financial Advisers, whose clients include a number of HNW corporate & private clients. They have a strong team ethic which offers ongoing support and encouragement.

The Role:

The company is looking for a person to oversee our team of administrators and be able to offer them assistance and guidance.

Ideally, you will have a good knowledge of financial services and be proficient in using Intelligent Office

Financial Planning experience is NOT an essential requirement for the role. A strong team leader, and supervisory or management background will be the key requirement.

The Role:

• Maintenance of administration systems, ensuring all client data is accurate and up to date
• Overseeing and ensuring compliance with key processes of the admin team
• The ideal candidate will have good knowledge of Intelligent Office
• Production of Key Management Information reports
• Administration, submission, and monitoring of applications to completion
• Ensure efficient administrative support for our advisers
• Preparation of correspondence including letters and emails to clients
• Obtaining policy information and preparation of data for client meetings
• Prepare review letters and reports for approval by the Financial Adviser and prepare associated accompanying documentation as required.
• Deal with client queries

The Required Skills

• We are looking for a team player with a can-do attitude toward the daily challenges of a busy Practice
• Good levels of both written and verbal communication
• The candidate must be able to work using their own initiative
• Ability to manage own workload & meet specific deadlines
• A good attention to detail is required to ensure accuracy
• You must have good levels of IT skills and knowledge and experience with the MS Office suite of products including Outlook, Word, and Excel is desired
• Previous experience in Intelligent Office would be an advantage

Job tags

Salary

£35k per annum