Overview
My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.
We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.
Responsibilities
* Leading the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team members
* Leading the recruitment and onboarding process and conducting performance reviews and appraisals in line with company objectives
* Using a Diary Management System to allocate and track incoming work across the Administration teams
* Liaising with advisors throughout the advice process and supporting the production of portfolio and fund analysis reports for advisor / client meetings
* Using platforms and liaising with product providers to obtain information about existing and potential investments, including the coordination of training on new products
* Assisting the compliance officer to ensure compliance standards are met throughout the financial services department
* Supporting the directors with project work in relation to improvements in business operations
* Suggesting and implementing improvements in business systems and processes, operational efficiency and team development
Candidate Requirements
* A candidate with some management or team leading experience coming from the Financial Services industry, ideally from within an Independent Financial Advisory sector, with a proven track record of managing a team and evidence of team development and progression
* A good understanding of the Financial Advice sales process, business submission process and the commissions and fee payment process
* Knowledge of Intelligent Office and/or involvement with systems migrations/upgrades would be advantageous
* Any additional Financial Services qualifications such as working towards or achieved a Level 4 Diploma in Financial Planning would be advantageous
A great salary is offered with this 1 year fixed term contract position, with a good Bonus to be paid at the end of the contract, with the possibility of it being extended or being made permanent
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