IFA Administrator Team Leader

Job Details

Reference ID 1981
Vacancy Location Borehamwood
Job sector
Job type
Remuneration Salary of £45,000 - £50,000

Description

This IFA Administrator Team Leader job is available for an
experienced individual looking to join a growing company building their national
footprint across the UK

You will be responsible for their Borehamwood and Swanley
offices and leading the team of IFA Administrators. You should spend 3 days a
week in the offices and the other 2 days can be from home.

You will be ensuring the Administration team runs smoothly
and effectively whilst being a safe and motivational environment to work in.
The business values the role you play and recognises your worth in helping the
whole team to deliver a quality service.

As an IFA Administrator Team Leads, you will be focused on
ensuring efficient administrative support. Your responsibilities will include:

  • Ensuring
    the working environment runs smoothly and effectively in line with
    internal policy and regulation.
  • Manage
    all aspects of administrative work to ensure high quality service to
    advisors and clients in line with agreed SLA’s
  • Identify
    and manage development needs if the team and implement training plans if
    needed,
  • Assist
    and support with recruitment.
  • Undertake
    quality assessment on work completed by the team members to ensure high
    quality work is produced

IFA Administrator Team Leader Requirements

  • You
    should have experience as an Administrator within a financial planning
    firm
  • You
    should have team management experience
  • You
    should have good knowledge of financial planning processes and how a
    Financial Advisor operates
  • You
    should be motivated by the prospect of joining a growing business and the
    exciting change this brings
  • Experience
    working within a larger firm would be preferred

The Company

This growing IFA firm is led by highly respected names
within the industry, accompanied with the backing of a private equity firm.
They are currently on a rapid growth phase of the business, with already £4.5bn
of AuM, which will continue to grow. They openly recognise to achieve such
success is dependent on having the right people in the business, as such they
are looking to build a strong team of passionate and skilled team members.

IFA Administrator Team Leader Benefits

  • Salary
    of £45,000 – £50,000
  • Plus company benefits including 4x DIS, PMI, Group Income
    Protection, Employee Assistance programme, medicash, 5% pension,
    discretionary bonus and 28 days holiday + bank holidays, rising up to 30
    days
  • Hybrid working with 60/40 split of office and home working
  • 37.5 hours per week
  • Excellent career progression, with individual development plans
    shaped around your desired career path

Locations

Borehamwood / Swanley

Call us now on 0208 0044 154 or click Apply

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