Accounting/Financial/Insurance
Role: Client Support Administration Manager
Salary: Circa £50,000 per annum + Benefits
Location: Guildford
Role Type: Full-Time, Permanent
Team Management: 10-15 Client Support Advisers
About the Role of the Client Support Administration Manager
Are you an experienced administrative leader with a passion for developing high-performing teams and driving operational excellence? We are seeking a dynamic and structured Client Support Administration Manager to lead, coach and develop our client support team.
In this pivotal operational role, you will lead a team of 10-15 Client Support Administrators, ensuring the seamless day-to-day delivery of administrative workflows, maintaining high service standards and embedding a continuous improvement mindset. You will act as a key link between frontline client support operations and senior management.
Key Responsibilities of the Client Support Administration Manager
* Team Leadership & People Development Direct line management, coaching and mentoring for 10-15 Client Support Administrators. Conduct regular 1-to-1s, performance reviews, skills assessments and development planning.
* Workflow & Operational Oversight Manage administrative queues, task allocation and daily capacity planning to optimise response times and maintain service standards.
* Client Support & Escalations Act as the senior point of contact for complex client enquiries and service escalations, ensuring effective resolution and a high level of client service.
* Process Improvement Review administrative workflows and CRM systems to streamline processes, remove bottlenecks and introduce best practice.
* KPI Management & Reporting Monitor operational metrics including workload, accuracy, response times and team productivity, reporting key insights to senior management.
* Stakeholder Collaboration Work closely with Advisers, Team Leaders, Paraplanners and other internal teams to ensure effective coordination across the client journey.
* Operational Support Ensure client records, correspondence, provider transactions, and supporting documentation are maintained accurately and in line with company and regulatory requirements.
* Compliance & Audit Trail Ensure client interactions and documentation are appropriately recorded, with processes supporting FCA, AML, GDPR and internal compliance requirements.
Core Experience & Competencies of the Client Support Administration Manager
* Previous management or supervisory experience within client administration, an IFA business or the wider financial services industry is essential.
* Strong experience in client administration and support, with an understanding of financial services processes and regulatory requirements.
* Proven ability to lead, motivate, coach and develop a team.
* Process-driven, organised and highly attentive to detail.
* Ability to prioritise and manage competing workloads effectively.
* Experience of Intelligent Office (IO) is preferable, together with good working knowledge of CRM and administrative systems.
* Good working knowledge of Microsoft Office, particularly Excel, and the ability to use management information to identify trends and improve performance.
* Collaborative approach, with the ability to work effectively with colleagues at all levels of an organisation.
What We Offer
* Competitive salary of circa £50,000 per annum, commensurate with experience.
* Generous pension scheme.
* Private medical insurance options.
* Death in Service insurance.
* Generous annual leave allowance.
* Ongoing professional development and career progression opportunities.
How to Apply
If you are an experienced client support or administration leader looking for an opportunity to make a genuine impact within a financial services environment, we would love to hear from you. Please submit your CV
Salary: £45000 – £50000/annum Plus Excellent Benefits
Job Type: Permanent
Location: Guildford, Surrey
To apply for this job please visit www.cv-library.co.uk.