The Company: A regionally renowned and rapidly expanding IFA/wealth management business based in Wakefield who are looking to bring in an experienced Admin Manager as a succession plan to the current incumbent, who is semi-retiring in 2025:

• Location: Wakefield
• Hybrid Working: Office based with some WFH flex

Package: £35-40k base DOE + bonus and full company benefits

• Key Benefits: 5% pension, 4xDIS and Westfield Health Cashplan
• Holidays: 25 days holiday plus stats
• Bonus: Discretionary – Paid annually

The Role: To manage the full back-office administration function in support of the group’s Financial Planning team, and ensuring the delivery of compliant procedures which enables high-quality Administration Services support to advisers. Further responsibilities include:

• Oversight of Client Services team development – including coaching, mentoring and training Client Services Administrators
• Involvement in the firm’s Financial Planner Development Programme, including identifying and progressing Client Services Administrators to become Trainee Paraplanners
• Oversight of Programmes e.g. Graduate Financial Planner (as per above), Apprenticeships and CII
• Assisting with the maintaining and creating Client Services processes:

• Report and new business application production
• Online and manual new business submission
• Valuations
• LOA, encashments, client maintenance

• Liaising with Paraplanning Manager ensuring report upload production delivered
• Oversight of the distribution of the Client Service team workload and the planning and implementing the annual OEIC to ISA campaign
• Oversee planning, implementing and keeping up-to-date the Rebalance/Fund Switch Client List and Email Process Procedure
• Conduct quarterly and annual 1:1 and performance reviews for the Client Services team – assisted by the Assistant Client Services Manager
• Identifying and addressing individual training and development needs
• Oversee recruitment of team members
• Collating and reporting Client Services management information

The Person: A highly personable yet structured/organised individual who is keen to drive efficiencies and further develop this back-office function:

• Required: Admin/Ops team management experience
• Required: 3+ years’ experience working within financial services/wealth management
• Required: A track record of people management, staff training/development and workflow management oversight

What next? Follow the link attached to apply via CV submittal. Further questions? Feel free to get in touch directly on the details below: Chris – 07891479277 | chris@cb3associates.co.uk