Location: Wakefield
Salary: £32,000 + Excellent Benefits
Job Type: Full-time, Permanent | 35 hours/week (Monday–Friday, 9–5)
We’re looking for a proactive and capable Administration Manager/Team to Leader to lead and develop our client’s a high-performing support team within Financial Services.
This is a key role that ensures the New Business function delivers consistently high service levels and supports the wider business in achieving its growth objectives.
You will be someone who enjoys working with people in a mentoring and leadership role with previous team management experience from a Financial Services or Business Administration Support background.

Key Responsibilities:

• Lead and manage a team of 4–5
• Act as the key escalation point for complex new business and client service matters.
• Oversee day-to-day service delivery across Letters of Authority, Paraplanning Queue, and Client Support functions.
• Conduct quarterly visits to regional offices (with expenses paid) to support team consistency and share best practices.
• Coach, train, and develop team members through regular 1:1s and performance support.
• Champion a culture of service excellence and continuous improvement.
• Manage adviser expectations and act as a communication bridge between the advisory and support teams.
• Contribute to the development of business processes and operational reporting using key performance data (MI/KPIs).
• Support recruitment, onboarding, and engagement initiatives within the New Business team.

What We’re Looking For:

• Previous leadership experience with direct line management responsibilities.
• Experience in an office support or operational role within financial services or a similar regulated environment.
• Knowledge of relevant regulation and legislation.
• Confident communicator with strong interpersonal skills and a professional telephone manner.
• Comfortable using CRM/client management systems such as Salesforce.
• Proficient in Microsoft Office, especially Excel, Outlook, Word, and PowerPoint.
• Strong time management, organisational skills, and attention to detail.
• Able to remain calm and focused under pressure and when handling conflicting demands.
• A team player who is proactive, adaptable, and solutions-focused.

What’s in It for You:

• £32,000 salary
• 25 days annual leave (plus bank holidays), increasing with length of service (up to 28 days)
• 3 additional days leave over Christmas (not taken from your allowance)
• 6% employer pension contribution (salary exchange available with NI saving)
• Expenses paid for travel to external offices
• Supportive, collaborative work culture with long-term career potential

Job Type: Full-time
Pay: £32,500.00 per year
Work Location: In perso

• Lead and manage a team of 4–5
• Act as the key escalation point for complex new business and client service matters.
• Oversee day-to-day service delivery across Letters of Authority, Paraplanning Queue, and Client Support functions.
• Conduct quarterly visits to regional offices (with expenses paid) to support team consistency and share best practices.
• Coach, train, and develop team members through regular 1:1s and performance support.
• Champion a culture of service excellence and continuous improvement.
• Manage adviser expectations and act as a communication bridge between the advisory and support teams.
• Contribute to the development of business processes and operational reporting using key performance data (MI/KPIs).
• Support recruitment, onboarding, and engagement initiatives within the New Business team