IFA Administrator Team Leader

Job Details

Reference ID 1981
Vacancy Location Borehamwood
Job sector
Job type
Remuneration Salary of £45,000 - £55,000 plus bonus, benefits and hybrid working

Description

This IFA Admin Team Leader job in Borehamwood is ideal for
an experienced Team Leader looking to join a growing company

You will be responsible for their Borehamwood and Reading
offices and leading the team of IFA Administrators. You should split your
across the offices, with flexibility to work from home part of the week as
well.

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
  • Assist
    on escalated cases with administrative support
  • Be involved
    in the recruitment process for building your team
  • Undertake
    quality assessment on work completed by the team members to ensure high
    quality work is produced

IFA Admin Team Leader Requirements

  • You
    should have previous experience as an IFA Administrator
  • You
    should have team management / leadership experience
  • You
    should have good knowledge of financial planning processes and how a
    Financial Advisor operates
  • Experience
    working within a larger firm would be preferred

The Company

This national IFA firm are looking to significantly grow
their business and recognise to achieve such growth, and success is dependent
on 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 Admin Team Leader Benefits

  • Salary
    of £45,000 – £55,000
  • 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 after being signed off as competent (typically in line with
    probation sign off)
  • 37.5
    hours per week
  • Excellent
    career progression, with individual development plans shaped around your
    desired career path

Locations

Borehamwood

Call us now on 0208 0044 154 or click Apply

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