Are you an experienced IFA Administrator looking for a new role?
Do you want to work with an award-winning team?
You will have full line management responsibility for your team. You will ensure that all client correspondence and business processing are completed to a high quality and in a timely manner by demonstrating effective delegation and workflow management within your team of CDAs.
Responsibilities
* Full line management responsibility of the CDAs;
* Conduct monthly 1:1s, ongoing performance and behaviour management;
* Manage appraisals, salary reviews, and objective setting;
* Handle holiday requests, sickness/absence, and day-to-day HR queries;
* Ensure effective workflow management through task assignment and delegation;
* Develop and maintain relationships with key stakeholders, including colleagues and third parties;
* Oversee financial transactions to ensure accuracy and FCA compliance;
* Monitor and oversee workflow, working with fellow Team Leaders to balance workload;
* Build and maintain relationships with the CRM team to ensure communication and prioritisation align with adviser and client needs;
* Handle complex technical new business processing, such as Defined Benefit transfers, specialised investments, or Family Office support on an ad-hoc basis;
* Take on cases or tasks during high volume periods or limited team capacity;
* Maintain effective relationships with clients, colleagues, and third parties;
* Ensure data in Curo is accurately maintained to support MI reporting;
* Present at team meetings as appropriate;
* Communicate Management Information (MI) and forecasts;
* Assist with recruitment and interviewing of new team members.
Benefits
* Company discretionary bonus scheme;
* Full-time hours (35 per week), Monday to Friday, 9:00 am - 5:00 pm, with 1 hour for lunch;
* 24 holidays, increasing to 26, plus 2 additional paid days during Christmas shutdown;
* Private Healthcare*;
* Group Income Protection;
* Life Assurance;
* Eye Care Scheme;
* Wellbeing programme;
* Bike to Work Scheme;
* Support for professional qualifications.
*after qualifying period
Knowledge, Skills, and Experience
* Ability to work under pressure and handle multiple tasks daily;
* Ideally experience in a Team Leader or Senior CDA role;
* Proven ability to meet deadlines and targets;
* Confident in managing relationships with advisers and team members;
* Strong delegation and workflow management skills;
* Excellent communication and people skills;
* Ability to prioritise work to meet Service Level Agreements (SLAs);
* Ability to build effective relationships across teams.
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