Job Title: Team Leader / Head of Administration
Industry: Wealth Management
Location: Bradford-on-Avon
Salary: £40,000
Ref: 10170

We’re delighted to be supporting a highly professional and well-established financial planning firm in their search for a Team Leader / Head of Administration to join their growing team.
This business is known for delivering a first-class, highly personalised service to clients and operates with a strong team-based culture behind the scenes. The successful candidate will play a pivotal role in overseeing the administration function, ensuring the client journey runs seamlessly while maintaining the high standards of quality and professionalism the firm is known for.
This is an excellent opportunity for an experienced financial services administrator who has previously managed or supervised a small team and is looking to take the next step into a leadership-focused role within a structured, client-focused wealth management environment.


Duties will include (but are not limited to):*Leading, mentoring and supporting a team of administrators
*Managing workload allocation to ensure efficiency and service standards
*Overseeing the processing of new business and complex cases
*Acting as point of contact for administrative queries and case escalations
*Ensuring client records and documentation are maintained accurately and compliantly
*Supporting advisers and paraplanners with workflow management
*Identifying training needs and supporting ongoing development of the administration team
*Reviewing processes and implementing improvements where appropriate
*Maintaining high levels of client service and professionalism across the team


Benefits:*28 days holiday (including bank holidays), increasing with service
*Pension scheme
*Private Medical Insurance plus broader benefits package
*Ongoing benefits review with improvements planned
*Supportive, collaborative working environment


Skills and experience required:*Previous experience in a financial services or wealth management administration role
*Experience managing or supervising a small team of administrators
*Strong organisational and workload management skills
*High attention to detail and commitment to quality
*Confident communication skills, both written and verbal
*Ability to support, train and develop team members
*Good working knowledge of Microsoft Office
If you’re looking to step into a leadership role within a firm where client service is taken seriously and your contribution genuinely makes an impact, apply today!