Ref
18511
Business area
Financial Planning
Location
Staverton
Employment type
Full-time
Description

Are you an experienced administrator looking for a rewarding opportunity? Join our dynamic Financial Planning team at Hazlewoods! As a Head of Administration, you’ll play a crucial role in supporting our financial advisers and ensuring exceptional service for our clients.

Responsibilities include:

  • Help to get the best out of our back-office software in terms of the provision of management information.
  • Look to further develop administration procedures and processes.
  • Set clear team goals, delegate tasks, oversea projects and set deadlines.
  • Oversee day-to-day operation and effectively manage the workload of the administration
    team.
  • Monitor team performance, listen to team members’ feedback and resolve any issues.
  • Process new business application forms and payments, ensuring the compliance process
    has been completed.
  • Add new business to Curo software.
  • Correspond with clients regarding withdrawals, review letters, lapsed policies
    etc. 

Some of our benefits we offer include:

  • 28 days holiday + bank holidays
  • Flexibility with hours
  • Direct application bonus
  • Hybrid working (after successful completion of your probation period)
  • Health and wellbeing support
  • 9% employer pension contribution
  • Life assurance - 6x annual salary
  • Regular firm-wide and team social events

Plus much more!

If you’re ready to take the next step in your career and make a significant impact within a supportive and forward-thinking team, we’d love to hear from you! Apply now!