Overview
This IFA Admin Team Leader job in Bradford-on-Avon is available within a well established financial planning firm. You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of support staff. The business is due to embark upon their next chapter of growth and are looking for growth minded individuals who can redesign and implement effective new processes to enable efficiencies whilst delivering a boutique level of service to clients. This will also entail managing, developing and recruiting their support team to be capable of delivering fantastic support to their IFAs. You will be overseeing their team of circa 4 - 6 team members. At times, you may be required to step in and assist with actioning administrative duties.
Responsibilities
* Lead and manage a small team of IFA administrators (approx. 4–6 staff)
* Redesign and implement effective new processes to improve efficiencies while maintaining boutique client service
* Recruit, develop, and performance-manage the support team to deliver high-quality support to IFAs
* Provide hands-on support when required by performing administrative duties
Qualifications
* Experience of leading a team
* Experience as an IFA Administrator
* Desire to be part of a growing team and contribute to business growth
* Experience designing processes and thinking critically
Benefits
* Salary up to £45,000 depending on experience
* Company benefits
* Mostly office-based with potential for 1–2 days from home
* Opportunity to play a key role within a well-established, growing team
Location
Bradford-on-Avon
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