Administration Manager - Financial Services

Your tasks

This is a great opportunity for an Administration Manager to lead a Policy & Membership team within a growing financial services environment. It's an excellent opportunity for someone who enjoys developing people, improving processes and maintaining high standards of service. You'll manage a small, dedicated team while playing an important role in shaping the future of the department and contributing to wider business improvements.

As a member of the senior management team, you'll have the opportunity to influence operational standards, drive efficiencies and help deliver a consistently positive experience for members and financial advisers.

• Lead and develop the team: Manage, motivate and support a team of policy administrators, conducting regular one-to-ones, performance appraisals and quality checks.
• Deliver outstanding customer service: Support members and financial advisers through telephone, email, webchat and written correspondence.
• Oversee daily administration: Ensure incoming correspondence, telephone enquiries and policy administration tasks are handled efficiently and accurately.
• Manage policy processing: Oversee new policy applications, member record updates, investment valuations, withdrawals and other policy servicing activities.
• Maintain high standards: Ensure the team delivers accurate, timely and compliant administration in line with regulatory requirements and Consumer Duty expectations.
• Drive continuous improvement: Identify opportunities to streamline processes, improve service delivery and enhance operational efficiency.
• Contribute strategically: Work alongside senior colleagues to raise standards, support new systems and help shape future developments across the organisation.

Why Apply? This role offers more than day-to-day team management. It's an opportunity to take ownership of an important operational function, influence improvements and contribute to an organisation undergoing an exciting period of development. You'll have the chance to support the introduction of new IT systems, contribute to the growth of specialist investment products and help shape how the department operates in the future. If you're looking for a role that combines people management, technical administration and the opportunity to influence positive change, this could be the ideal next step in your career.

Requirements

You'll be an organised, proactive and confident leader who thrives in a fast-paced environment. You'll enjoy supporting a team, solving problems and ensuring customers receive the high standard of service they deserve.

To be successful in this role, you'll ideally have:

• Experience working within financial services or another regulated industry.
• Previous experience managing a small team, office or administrative function.
• Strong verbal and written communication skills, with the confidence to deal professionally with a wide range of people.
• A good understanding of Consumer Duty and its importance in delivering positive customer outcomes.
• Excellent organisational skills and the ability to manage competing priorities.
• A keen eye for detail and a commitment to accuracy, quality and compliance.
• A proactive approach to identifying improvements and developing more effective ways of working.

You'll also hold the Chartered Insurance Institute's CF1 – Regulation and Ethics qualification, or be willing to achieve it within six months of starting.

Most importantly, you'll be ambitious about building your career in financial services, with a genuine interest in developing your leadership skills and making a difference.

Experience and Qualifications

• Previous management experience within administration, claims, membership or policy teams
• Experience in financial services or a regulated environment.
• CII CF1 qualification, or willingness to achieve it within six months of appointment.

What we offer

Up to £40k per annum DOE

• Do you have previous Financial Services Team Management experience?
• Do you enjoy coaching, mentoring and supporting a small team?
• Are you interested in shaping a department and defining best practice?

• Salary of up to £40,000 per annum, depending on experience.
• 30 days' annual holiday.
• Generous pension provision, with employer contributions of 10%.
• Free on-site parking.
• Life insurance.
• Study support for professional financial services qualifications.
• Hybrid / office-based working arrangements.

How to apply

Ready for your next career move? If you're an ambitious administration professional who enjoys leading people, improving processes and delivering excellent customer outcomes, we'd love to hear from you.