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- Tasks: Lead a team of Administrators in a wealth management firm, ensuring smooth operations.
- Company: Join a reputable wealth management firm based in Gloucester, known for its client-centric approach.
- Benefits: Enjoy a stable office-based role with opportunities for team growth and development.
- Why this job: Be part of a dynamic team, enhancing your leadership skills while making a real impact.
- Qualifications: Previous IFA Administration experience is essential; management experience is a plus.
- Other info: This role includes training, mentorship, and the chance to shape a growing team.
We are working with an established wealth management firm based in Gloucester, who is seeking a Head of Administration to join their growing team. You will be managing a small team of Administrators with the aim of growing this team over the coming months. The right individual will possess excellent interpersonal skills and have a thorough understanding of Financial Planning administration. This is an office-based position.
Responsibilities and Experience:
- Previous IFA Administration experience is a must, ideally in a management position but not essential.
- Possess a client-centric approach and apply this to all situations.
- Will have strong written and verbal communication skills, to bring the best out of the team and to deliver for clients.
- Have a good knowledge of back office administration software and applications.
- Experience in training, mentorship and management of colleagues.
- Be competent at workflow allocation and diary management ensuring administration tasks are completed and deadlines are adhered to.
- Conducting appraisals and HR requirements for team members.
- General office oversight and management.
- Assist in the recruitment of new team members to support the growth of the administration team.
What’s next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail.
Head of IFA Admin employer: Heat Recruitment Ltd
Contact Detail:
Heat Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of IFA Admin
✨Tip Number 1
Make sure to highlight your previous experience in IFA Administration during any conversations. This role requires a solid understanding of the field, so be prepared to discuss specific examples of your past work and how it relates to the responsibilities outlined.
✨Tip Number 2
Demonstrate your leadership skills by sharing instances where you've successfully managed or mentored a team. This will show that you have the capability to grow and develop the administration team as required.
✨Tip Number 3
Familiarise yourself with the back office administration software commonly used in wealth management. Being able to discuss your proficiency with these tools can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your client-centric approach in detail. Think of examples where you've put clients first and how that philosophy can be applied to managing your team and their tasks effectively.
We think you need these skills to ace Head of IFA Admin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous IFA Administration experience, especially any management roles. Emphasise your interpersonal skills and client-centric approach, as these are key for the position.
Craft a Compelling Cover Letter: In your cover letter, explain why you are the perfect fit for the Head of Administration role. Discuss your experience in training and mentoring, and how you plan to grow the team while ensuring excellent client service.
Showcase Communication Skills: Since strong written and verbal communication skills are essential, ensure your application is clear, concise, and free of errors. Use professional language and structure your thoughts logically.
Highlight Software Proficiency: Mention your familiarity with back office administration software and applications in your application. If you have specific examples of how you've used these tools to improve workflow or efficiency, include them.
How to prepare for a job interview at Heat Recruitment Ltd
✨Showcase Your Leadership Skills
As a candidate for the Head of Administration role, it's crucial to demonstrate your leadership abilities. Prepare examples of how you've successfully managed teams in the past, focusing on your approach to mentorship and training.
✨Emphasise Client-Centric Approach
Highlight your commitment to a client-centric approach during the interview. Be ready to discuss specific instances where you prioritised client needs and how that positively impacted your previous roles.
✨Familiarise Yourself with Relevant Software
Since the role requires knowledge of back office administration software, make sure you're familiar with the tools commonly used in financial planning. Mention any specific software you've used and how it has helped streamline processes.
✨Prepare for Team Management Scenarios
Expect questions about workflow allocation and diary management. Prepare to discuss how you would handle these responsibilities, including how you ensure deadlines are met and tasks are efficiently distributed among team members.
