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Admin Team Leader role supporting and guiding administration team within IFA/Financial Services sector. Based in office near Blackfriars, City of London. 9-month fixed-term contract opportunity with potential to extend. Report to Head of Administration and lead team of 4+ administrators.
Job Responsibility:
Lead, support, and oversee the daily operations of the administration team
Act as the main escalation point for team queries, workflow, and workload distribution
Identify training needs and encourage continuous development
Ensure efficient processing of new and existing business
Implement and refine administrative processes to increase efficiency
Oversee the client review process and maintain accurate CRS records
Support the team with everyday administrative duties
Enhance productivity, service quality, and operational performance
Work closely with the Head of Administration to support departmental goals
Attend regular meetings with senior management and team members
Provide operational oversight and ensure adherence to company procedures
Host weekly team meetings to monitor workloads and priorities
Process and track new business via CURO event lists
Prepare and manage Client Review Packs for designated clients
Maintain accurate data within CURO and provider platforms
Carry out general client administration tasks
Ensure ongoing compliance with GDPR, Health & Safety, and regulatory standards
Requirements:
Proven experience managing administrative staff within an IFA or financial services environment
Strong ability to manage workflows, prioritise tasks, and meet deadlines
Excellent customer-service approach with meticulous attention to detail
Understanding of compliance requirements within financial services
Comfortable using CRM systems and administrative software (CURO experience advantageous)
Confident communicator able to collaborate effectively across teams
Forward-thinking approach to identifying areas for improvement
Ability to support team development and promote best practice
Nice to have:
CURO experience
What we offer:
Convenient location just 7 minutes from City Thameslink station
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