Overview
I am recruiting for a Financial Planning company that is currently seeking a dynamic and motivated IFA Administrator who can work closely with the area manager to oversee the day to day running of the administration team.
The office is a small office and you would be responsible for approx 5 staff members. This is a full time office based role Mon- Fri.
This role will require someone who has previous experience working within a Financial Planning company /practice within a Senior IFA Administrative role who is seeking a development into Managing or someone who is working in a similar role now but must be within a Financial Planning or Financial Product provider capacity.
Responsibilities
* Ensure the efficient day-to-day running of the Admin Team by coordinating, distributing and monitoring work flow
* Drive improvements in efficiency, turnaround times and quality of the admin team output by reviewing and developing procedures
* Processing personal and telephone requests for appointments, visits and telephone consultations and ensuring callers are directed to the appropriate Adviser and/or PAl.
* Opening up/locking up of Practice premises and maintaining security in accordance with the Practice protocols
* Working on financial planning admin duties / assisting with the more complexed work load.
* Ensure everyone in the team conducts themselves in an honest and responsible manner
* Mentor and assisting members of the team, identifying training requirements and arranging training where necessary
* Liaise with other departments in the company to ensure compliance with procedures and time frames and resolve issues between the teams
* To be involved in technical discussions and provide support to others in the office including advisers
* Managing the recruitment, induction and training of new team members
* Co-ordinate and manage any internal team problems and disciplinary matters in association with HR.
Requirements
* For this role we must have someone who has worked in financial planning or within a products provider. We are unable to consider anyone without industry experience.
* Having administrative experience working with either Pensions, Investments or Mortgages is essential
* Having experience with Intelligent office / Adviser office or intelliflo is advantageous
* You need to be well presented
* You will have outstanding communication skills, verbally and written
* You will be able to deal with any issues calmly and professionally
* Motivated and positive
Job Details
Job Type: Full-time
Pay: £30,000.00-£35,000.00 per year
Benefits
* Additional leave
* Company events
* Life insurance
* Private medical insurance
* Sick pay
Experience
* Financial Planning administration: 3 years (required)
Location
Work Location: In person
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