Job Title: IFA Administration Manager - Wokingham
We are working with a well-established IFA firm near Wokingham that is looking to hire a new Administration Team Leader. The ideal candidate will have extensive experience in a similar role, demonstrating flexibility and effective communication skills within a team environment. Strong problem-solving abilities and the capacity to prioritize workloads independently or collaboratively are essential.
This is an office-based position located in Wokingham. Candidates should have previous experience in the Financial Services industry, either as an administrator or team leader.
Responsibilities:
1. Provide high-level technical and administrative support to Advisers and the Practice Manager.
2. Handle client and third-party queries effectively through clear communication.
3. Act as the escalation point for complex client queries, coordinating with advisers, clients, and third parties.
4. Ensure the performance of Practice Support Specialists through effective management and process oversight.
5. Offer technical support and training to new and junior staff members.
6. Manage holiday bookings for team members.
7. Ensure files contain all necessary client identification documentation and application forms.
8. Process applications accurately and record relevant management information.
9. Progress complex applications with product providers, advisers, clients, and third parties to ensure timely completion.
Knowledge, Experience, and Skills:
1. Senior administration experience within an IFA or wealth management environment.
2. Experience managing workflow, systems, and procedures.
3. Knowledge of relevant regulations and legislation.
4. Proficiency with client management systems such as Intelligent Office.
5. Experience managing client accounts and relationships.
6. Excellent face-to-face and telephone communication skills with the ability to build rapport quickly.
7. Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel).
8. Strong attention to detail.
9. Effective time management and multi-tasking skills.
10. Ability to remain calm under pressure and handle conflicting demands effectively.
11. Positive attitude and professional demeanor.
12. Ability to work independently and as part of a team.
13. Open to change and demonstrate creative problem-solving skills.
14. Discretion and professionalism when dealing with sensitive information.
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