Team Manager – Administration

As a Team Manager you will work closely with our Head of Client Support to ensure your team is motivated, continually developed and consistently providing the best level of service to our clients and advisers. You will be working with colleagues of varying levels of experience and will strive for the best possible standards throughout.

What your role will involve

Team Management

• Responsible for the day‑to‑day oversight and management of the administration team, acting as first point of contact for queries, managing workloads within the team and identifying training needs and areas for continuous improvement. To hold regular one‑to‑one meetings with individuals

Client Service

• Deal with the day‑to‑day technical and process queries from Administrators, advisers and clients and take appropriate action to ensure queries are dealt with timely and effectively, referring more complex queries to the Regional Operations Manager.
• Work closely with the Head of Client Support to identify and implement necessary changes to processes, procedures and working practices within the team to address outputs of audits and quality checks.
• Proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.

Work allocation

• Assess the department’s workload and capacity daily, prioritise and reallocate work as required to provide an excellent service to advisers and clients.
• Ensure that during periods of holiday and sickness there is appropriate level of administration support for advisers at all times.
• During busy periods, the team manager will also be expected to assist with work when required.

MI reports

• Assist the Head of Client Support and Senior Manager(s) with collating and implementing output from the MI reports on a regular basis.
• Ensure use of the Operations Dashboard to discuss admin MI in 121s which feed through to appraisals.

Auditing/quality checks

• Carry out regular department audits, including monthly file reviews, to identify errors that might indicate a training or development need within the team; produce recommendations and support Head of Client Support to implement necessary changes.

Communication

• Hold team “huddles” regularly, providing key updates including any changes to process and procedure; discuss work levels within the department and reallocate work as appropriate.
• Develop and maintain good working relationships with the Head of Client Support, Senior Managers, Paraplanning Managers, Advisers, Central Operations and Central Service teams to ensure effective communication across the business.
• Act as point of contact for Senior Manager(s) in the office to assist with day‑to‑day queries.

What you will need

• A good level of experience in an administration supervisory role within financial services, ideally within an IFA.
• Experience of leading or managing a team.
• A good knowledge and understanding of a wide range of financial products, including employee benefits products.
• Ability to build and develop effective working relationships at all levels.
• Some experience of training on a one‑to‑one basis and in a group environment.

What’s in it for you?

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

• Opportunity to earn an annual bonus.
• A day off for your birthday.
• Life assurance – 4 × salary.
• Comprehensive induction and training programme.
• Funded exams and paid study leave.
• A wide range of voluntary flexible benefits to suit your individual needs.
• The option to buy additional holiday days.
• Cycle to work scheme.
• Two paid volunteering days each year, to support your local community.
• Employee Assistance Programme with access to a 24/7 helpline.
• Access to our free mortgage service through our internal mortgage team.
• Our Employee Forum and Diversity & Inclusion group.
• Local and company‑wide events in support of our company charities.