IFA Administration – Team Leader

My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.We are urgently seeking a highly motivated, independent thinker who wants to take on a new position in a fast paced, highly rewarding environment. The successful candidate must have an exceptional attention to detail and be able to work at speed without their standards dropping. They must have a great energy and a willingness to learn.Specifically you’ll be responsible for the following areas:Management ResponsibilitiesManaging the office in absence of Practice ManagerSupervising Administrators in daily tasks and workload managementAssistance with induction, training, and development of new and existing employeesEnsuring the advisors diaries run smoothly and are always correctPerformance managementImplementing processes and proceduresGeneral AdministrationEnsuring all logs are kept up to date by the administratorsEnsuring regulatory deadlines are adhered to and letting the Practice Manager know when there is a bottle neck of work.Answering the phone and dealing with queries from clients and being the first escalation point for staff before it needs to go to the Practice ManagerOverseeing the running of the office – Stationery is ordered in time, IT issues are fixed, new starters have a new starter packHelp the Practice Manager to maintain the CRM data base with clean dataHelp the Practice Manager complete various Practice ProjectsAdvice Process and Client AdministrationBe able to drop into a full administrative role when it is required. This is for both business submission and prepping for client meetings.Monitor communication with external paraplanners to ensure they are made aware of our standards for the reports they write.We are seeking an experienced IFA Administrator for this position, someone who has been working within IFA Administration for the last 5 years or so ideally within a Financial Advisory firm, who feels that they are ready to take on further responsibilities within their role. Ideally you will have had experience in mentoring other team members, but don’t necessarily need to currently be a Team Leader, but with a desire to progress from their current role. It would be to your advantage if you have any further qualifications relating to Financial Planning and Financial Advice.Additional informationVACANCY DETAILSLocation:LeedsCLOSING DATESep30APPLY NOW!If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below.Vacancy ApplicationWe would love to hear from you! Please fill out this form and we will get in touch with you shortly.Your Name*Your Email*Date of Birth*Where do you live*Application Statement*Please include why you would like to be considered for this ApprenticeshipCompany Registration:Lime People Search & Select Ltd 08062097The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.
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