Overview
IFA Administration Team Leader
Recruit Wealth are delighted to be representing our national Financial Planning client with offices throughout the UK. The business believes there is a strong need for financial advice to help clients with financial plans and goals for their families and themselves. It is a leading national advice and wealth management brand delivering holistic advice with market-leading investment solutions. This role supports the day-to-day activities of IFA administrators across national regional hubs, with several newly created opportunities as the business grows with private equity backing.
Responsibilities
* First line leader within the integrated Advice Operations function to ensure excellent service to both clients and Advisers and adherence to policy and regulation.
* Ensure working environments run efficiently while maintaining a safe and motivational place to work.
* Spend at least 3 days a week visiting offices within the management of the role holder; each office to be visited in person weekly to spend time with team members.
* Manage all agreed administration aspects for Advisers as per agreed SLAs, ensuring consistency of process and a high level of quality.
* Ensure offices are staffed adequately at all times prior to holidays and that working from home requests are agreed.
* Identify and manage development needs of individuals and/or the team and agree training plans with SMART objectives.
* Manage individual performance through identifying, implementing and managing Personal Improvement or Personal Attendance Plans for team members and collaborate with HR and Senior Management.
* Hold regular individual development reviews with each team member and document meetings with agreed actions and follow-up.
* Hold regular team meetings to communicate performance and relevant updates, including upcoming changes.
* Responsible for coaching and training of new and existing members.
* Assist and support with recruitment.
* Undertake quality assessments on work completed by team members to ensure quality information and surface relevant Management Information.
* Work in partnership with peers and Senior Leaders as required for business needs.
* Continually review and improve processes and seek efficiencies in collaboration with other Managers.
* Arrange and participate in meetings, team events and projects as required.
* Approve decisions, requests for expenditure and recommendations on behalf of senior leaders in their absence, according to guidelines and budgets.
Experience and Qualifications
* Previous Advice and Wealth Management experience within Financial Services
* Previous Team Management experience essential
* Strong organisational skills and the ability to prioritise competing matters
* Strong interpersonal skills
* Experience in performance management, quality and efficiency improvement
* Experience of working within a National Advice firm
Benefits
* Death in Service
* Private Medical Insurance
* Group Income Protection
* Employee Assistance Programme
* Medicash
* Private pension
* Discretionary annual bonus
* Flex/Hybrid working
A very generous salary is being offered, with a company bonus, excellent benefits and a professional, encouraging working culture within this national brand.
Home/office hybrid working is fully supported; travel is expected due to duties listed.
The business is looking to recruit as soon as possible. Please apply to Recruit Wealth for an immediate response.
Location: Swanley, Kent – Hybrid Working with Travel | Salary: £50,000 - £55,000 per year | Job type: Permanent | Posted: 18/09/2024
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