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Regional Admin Manager, Surrey
- UK - Surrey
- £35000 - £42000 per annum + Flexible Benefits
- Full-Time Permanent
- Financial Services - IFA
- Hays Insurance & Financial Services
- 05-09-08
Job Description
We are recruiting on behalf of a top 20 Accountancy practice with an established IFA arm and who are keen to recruit an experienced Office Manager to manage, develop and motivate a team of Administrators who spread over three offices in the home counties, with the main base being in Surrey.
The client has built their business on three basic principles: independence, integrity, transparency both in the way they manage their clients and the working environment they provide for their staff.
They seek a natural leader to provide management and leadership to the support team, including personal involvement in delivering proactive support to IFAs and their clients.
Main duties will include:
- Upholding the Treating Customers Fairly ethics at all times.
- Continually seeking to develop the administration support service offering, including reviewing and maintaining the portal contents and suggesting ideas for best practice.
- Lead, coach and motivate the support teams to achieve business targets, service standards and personal objectives
- Co-ordinate the workload between team members to ensure manpower and expertise is appropriately distributed
- Conduct regular 121 meetings and annual appraisals with each team member to evaluate performance, develop them individually and provide feedback and support to them.
- Liaise with the Head of Operations and HR regarding any personnel matters, including performance, absence or disciplinary issues, ensuring full and accurate written records are kept at all times.
- Hold monthly team meetings to communicate changes and news, run group training sessions and facilitate open discussions and feedback opportunities.
- Interview, recruit and co-ordinate thorough training for new team members to ensure new joiners are supported fully during their induction and probation period.
- Maintain a thorough knowledge of our systems and processes, to enable effective provision of support and training and, where appropriate, more complex or technical work.
- To ensure company administration processes are adhered to so that best practice, compliance and FSA standards are met, by quality checking the team's activity and monitoring the use of registers and reports.
- Build and maintain a strong relationship with the consultants and attend their sales meetings to stay informed of their business issues and report back to the support team.
They seek and experienced Manager who is fully FPC/CF1-5 qualified (or equivalent), or someone who is actively working towards. They will have a proven track record of successfully managing a diverse team within a financial services environment. The client will not consider applications from candidates with a pure mortgage background.
The successful candidate will have an in-depth, technical knowledge covering the broad range of life, pension and investment products to enable them to provide training to lesser experienced team members.
On interview, candidates will be able to demonstrate:
- Excellent leadership and motivation skills
- Ability to manage time and workload, including delegation skills and project management
- Problem solving, analytical skills and able to look at the bigger picture'.
- Knowledge of back office systems (SWIFT/Outlook/Excel etc)
- Outstanding customer service and relationship building skills
- Ability to use initiative & be self motivated
- Ability to communicate effectively at all levels
- Leading by example
The client is offering a competitive salary, flexible benefits package and the potential for further career development.
The client has built their business on three basic principles: independence, integrity, transparency both in the way they manage their clients and the working environment they provide for their staff.
They seek a natural leader to provide management and leadership to the support team, including personal involvement in delivering proactive support to IFAs and their clients.
Main duties will include:
- Upholding the Treating Customers Fairly ethics at all times.
- Continually seeking to develop the administration support service offering, including reviewing and maintaining the portal contents and suggesting ideas for best practice.
- Lead, coach and motivate the support teams to achieve business targets, service standards and personal objectives
- Co-ordinate the workload between team members to ensure manpower and expertise is appropriately distributed
- Conduct regular 121 meetings and annual appraisals with each team member to evaluate performance, develop them individually and provide feedback and support to them.
- Liaise with the Head of Operations and HR regarding any personnel matters, including performance, absence or disciplinary issues, ensuring full and accurate written records are kept at all times.
- Hold monthly team meetings to communicate changes and news, run group training sessions and facilitate open discussions and feedback opportunities.
- Interview, recruit and co-ordinate thorough training for new team members to ensure new joiners are supported fully during their induction and probation period.
- Maintain a thorough knowledge of our systems and processes, to enable effective provision of support and training and, where appropriate, more complex or technical work.
- To ensure company administration processes are adhered to so that best practice, compliance and FSA standards are met, by quality checking the team's activity and monitoring the use of registers and reports.
- Build and maintain a strong relationship with the consultants and attend their sales meetings to stay informed of their business issues and report back to the support team.
They seek and experienced Manager who is fully FPC/CF1-5 qualified (or equivalent), or someone who is actively working towards. They will have a proven track record of successfully managing a diverse team within a financial services environment. The client will not consider applications from candidates with a pure mortgage background.
The successful candidate will have an in-depth, technical knowledge covering the broad range of life, pension and investment products to enable them to provide training to lesser experienced team members.
On interview, candidates will be able to demonstrate:
- Excellent leadership and motivation skills
- Ability to manage time and workload, including delegation skills and project management
- Problem solving, analytical skills and able to look at the bigger picture'.
- Knowledge of back office systems (SWIFT/Outlook/Excel etc)
- Outstanding customer service and relationship building skills
- Ability to use initiative & be self motivated
- Ability to communicate effectively at all levels
- Leading by example
The client is offering a competitive salary, flexible benefits package and the potential for further career development.
- Lee O'Brien
- 183847
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