Team Manager – Administration

Being one of the country’s top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe that the best financial advice for our clients is independent financial advice.

We are looking for a Team Manager that wants to play a crucial part in improving people’s lives. We work at pace but as One Team.

As a Team Manager you will work closely with our National Operations Manager 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.

Your role will include –

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’s meetings with individuals

Client Service

• To deal with the day to day technical and process queries from Administrators, advisers and clients and to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Regional Operations Manager.
• To work closely with the Regional Operations Manager to identify and implement the necessary changes to processes, procedures and working practices within the team to address the outputs of the audits and quality checks.
• To proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.

Work allocation

• To assess the department’s workload and capacity on a daily basis, prioritising and reallocating the work as required, to provide an excellent service to the adviser and the clients.
• To ensure that during periods of holiday and sickness, there is the appropriate level of administration support for advisers at all times.
• At busy time periods the team manager will also be expected to assist with the work if/when required

MI reports

• To assist the Regional Operations Manager and Senior Manager/s with collating and implementing the output from the MI reports on a regular basis.
• Ensure that they use the Operations Dashboard to discuss the admin MI in 121s which feed through to the appraisals.

Auditing/ quality checks

• To carry out regular department audits, including monthly file reviews, in order to identify any errors which might indicate a training or development need within the team. To produce recommendations, and to support the Regional Operations Manager to implement the necessary changes.
• To carry out Virtual Cabinet quality checks for the team, in line with company guidance and standards, to monitor the accuracy of the digitisation of the client files.

Communication

• To hold team ‘huddles’ on a regular basis, providing the team with key updates including any changes to process and procedure.  To discuss work levels within the department, reallocating work as appropriate.
• To develop and maintain good working relationships with the Regional Operations Manager, Senior Managers, Paraplanning Managers, Advisers, Central Operations and Central Service teams in order to ensure effective communication across the business.
• To act as the point of contact for the Senior Manager/s in the office in order to assist with any day to day queries.

• A good level of experience in an administration supervisory role within the 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

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.

• A competitive salary with the opportunity to earn an annual bonus
• 25 days holiday, plus bank holidays
• A day off for your birthday
• Life assurance – 4 x 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 companywide events in support of our company charities