A leading financial services firm dedicated to providing exceptional wealth management solutions to their clients is looking to hire a highly technical Team Leader. With a commitment to excellence and a client-centric approach, our client is expanding their team and seeking a dynamic individual to join us as an IFA Administration Team Leader with a focus on operations and technical questions as they already have a Team Leader who is people focused and they need someone to compliment their skill set.
IFA Administration Team Leader Salary is up to £45,000 + Benefits and hybrid working.
As the IFA Administration Team Leader – Technical / Operations Focus, you will be responsible for overseeing and optimising the administrative operations within an Independent Financial Advisor (IFA) team. You will play a key role in ensuring seamless day-to-day activities, process efficiency, and team performance.
Your responsibilities will include:
1. Team Leadership:
2. Lead and inspire a team of IFA Administrators, fostering a positive and collaborative work environment.
3. Provide guidance, coaching, and performance feedback to team members.
4. Foster a culture of continuous improvement and operational excellence.
5. Streamline and enhance administrative processes to improve efficiency and accuracy.
6. Ensure compliance with industry regulations and company policies.
7. Monitor and report on key performance indicator...