Job Description
This role is a Temporary IFA Administration Manager ROLE linked to supporting the Administrators teams for an IMMEDIATE IFA ADMIN MANAGER WHO IS VERY STRONG ON THIS TOO.
Skills and Qualifications REQUIRED: -
* Exceptional leadership and communication skills
* Proven experience in goal setting and supporting team to achieve desired outcomes
* Project management and change management experience
* Excellent performance and productivity management skills
* Willingness to adapt to changing situations
* Hands on approach
* Technically proficient
ROLE AND RESPONSIBILITIES: -
* To provide an efficient and productive administration service to advisers and clients with financial planning applications, transfers, money and fund movements, keeping clients informed of progress along the journey
* To manage, support and develop administration team staff including recruitment, performance monitoring and appraisals
* Develop and implement workflow processes that align with business standards
* Embrace new technologies and adapt workflow process to maximise use of company technology and efficiency
* Implementation of staff training and development plans aligned to role skills matrix
* Responsibility for timely and quality assured business submissions (Right First Time) working to a minimum requirement of 90% RFT submissions
* Ensure productivity targets are met operating within the business model 1:1 adviser to support personnel
* Workflow allocation and productivity monitoring
* Support to regional offices
* Build strong and effective business connections with key HO personnel to aid alignment of process
* To ensure AR reports are issued within company standard turnaround times and drive ARs to an under 30-day position
* Be a point of contact for clients and third parties dealing with general enquiries
* To administer IFA administration team tasks from pooled workflow on WARP
* Uphold business compliance standards
* Ensure all team members make positive contribution to (File grates, RFT, late submissions, withheld fees, learning hub modules etc)