Administration Team Lead - Chesterfield, United Kingdom - Adviser Services Holdings Limited

Description

• Maintenance of administration systems, including updating and ensuring accuracy of all client data
• Oversight and management of the administration team, including performance (121s, target setting, training needs analysis) and absence management (return to work interview and documentation)
• Ensuring compliance to key processes of admin team
• Facilitation of daytoday duties of the administrator team.
• Optimisation of the administration team, including effective inperson and virtual communication
• Production of Key Management Information reports for managers and stakeholders
• Presenting to the board
• Ability to problem solve and mitigate.
• Managing workplace culture within the team
• Ensure efficient administrative support for our advisers
• Obtaining policy information and preparation of data for client meetings
• Preparation of review letters and reports for approval by the Financial Adviser and prepare of accompanying documentation as required.
• Excellent communication when dealing with client queries to ensure a consistent standard of service
• Acting as an advocate for the ASHL group
• Liaising with clients to manage incoming queries
• To fully understand and adhere to the Consumer Duty.

• Commercial/Organisation awareness
• Proficient knowledge of Intelligent Office
• FCA knowledge

• Experienced line manager
• Competent use of Microsoft Office
• Excellent written and spoke English
• Ability to work within a crossfunctional team
• Excellent organisation and ability to prioritise effectively when managing multiple tasks

• Cycle to work scheme
• Free parking
• Health & wellbeing programme
• Life insurance
• Onsite parking
• Private medical insurance

• Day shift
• Monday to Friday

• Chesterfield, S43 4PZ: reliably commute or plan to relocate before starting work (required)

• Do you have experience using Intelligent Office (IO)?

• Administrative experience: 2 years (required)