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 standard 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 121s, and manage ongoing performance and behaviour
* Handle appraisals, salary reviews, and objective setting
* Manage holiday requests, sickness/absence, and day-to-day HR queries
* Ensure effective workflow management within your team through task assignment and delegation
* Develop and maintain effective relationships with key stakeholders, including colleagues and third parties
* Oversee financial transactions to ensure correctness and FCA compliance
* Monitor and oversee workflow, working with fellow Team Leaders to distribute work evenly
* Build and maintain strong relationships with the CRM team to ensure high-level communication and prioritization aligned with Adviser & 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 periods of high volume or limited team capacity
* Maintain effective relationships with clients, colleagues, and third parties
* Ensure data in Curo is accurately maintained to produce reliable MI for the business
* Present at team meetings as appropriate
* Communicate Management Information (MI) and provide forecasting
* Assist with recruitment and interviewing of new starters
Benefits
* Company discretionary bonus scheme
* Full-time hours (35 per week), Monday to Friday, 9:00 am to 5:00 pm, with 1-hour lunch
* 24 holidays, increasing to 26, plus 2 additional paid days during Christmas shutdown
* Private Healthcare* (after qualifying period)
* Group Income Protection
* Life Assurance
* Eye Care Scheme
* Wellbeing programme
* Bike to Work Scheme
* Support with professional qualifications
Knowledge, Skills, and Experience
* Ability to work under pressure and multi-task daily
* Experience in a Team Leader or Senior CDA role is preferred
* Ability to meet deadlines and achieve high targets
* Confident in managing relationships with advisers and team members
* Skilled in delegation and workflow management
* Excellent people and communication skills
* Ability to prioritize work to meet Service Level Agreements (SLA)
* Strong relationship-building skills within the business
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