Client Administration Manager

6-month temp to perm opportunity

Career
Are you looking for a role where you can make an impact? Do you like to test processes? Do you like to analyse why things are done a certain way? Do you have experience working in a Wealth Management or Financial Planning environment?
Then this is an excellent opportunity to join us and work across a variety of departments in a growing business where you can make a difference.

The Role

Reporting to the Chief Operating Officer, working in our Bristol office, we’re looking for an experienced Administration Manager to lead our centralised operational teams who complete a range of administration and servicing duties including liaising with 3rd party providers.

Primarily, you’ll lead the review of current end to end processes and make recommendations for change that supports our strategic aim of continuous improvement and efficiency, enabling all teams to operate and function effectively.
Responsibilities

• Leading central ops teams, fostering a culture of teamwork, leadership, and continuous improvement.
• Ensuring streamlined workflows and productivity across all teams, sharing best practices and optimising the use of technology.
• Analyse existing processes, identify bottlenecks and propose improvements for implementation.
• Use data-driven insights for continuous improvement.

Skills and Experience

• Extensive experience in administration management in a Wealth Management or Financial Planning firm.
• Prior experience in analysing, identifying and implementing process and organisational change.
• Exceptional communication skills, capable of engaging effectively with team members and stakeholders at all levels.
• Strong problem-solving abilities, proactively identifying and addressing challenges.
• Capable of leading multiple projects simultaneously.

Benefits

• Competitive Pension Scheme - We contribute 6%, you 3%
• Holiday allowance – 26 days, plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• The flexibility to work from anywhere in the UK and EU for up to 4 weeks

Our agile working environment means you may engage in various tasks and projects, contributing to our continuous evolution and your personal growth.