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Senior IFA Administrator / Team Manager

Job LocationKnutsford
EducationNot Mentioned
Salary£30,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

NJR Recruitment are recruiting for a growing and ambitious firm of Wealth Managers based in a beautiful location of Cheshire. Working from contemporary offices in Knutsford, our Client offers excellent employee benefits, a wonderful working environment, and free onsite parking.To apply for the role you will have at least 3-5 years experience of supporting an IFA Team as well as managing / supervising others. In this role you will be responsible for the day to day oversight and management of the administration team, as well as holding regular 1:1 meetings with individuals. This aside, the successful Candidate will also perform the usual duties of an IFA Administrator, and therefore should be confident when processing new business. You will be a strong user of I.O, and well as the usual Provider Platforms.Reporting into the Compliance and Operations Manager;

  • Overseeing and processing of new business
  • Proactive ongoing client management
  • Servicing existing business
  • Platform based work
  • Illustrations & regular contact directly with clients & wrap/platform providers
  • Responsible for the day to day oversight and management of the administration team
  • To act as first point of contact for queries, manage workloads within the team and identify training needs and areas for continuous improvement
  • To hold regular one to one meetings with individuals
  • Our Client is looking for someone switched on, who can bring fresh ideas to the table. They require someone professional with the confidence to support the Chartered Financial Planners / Directors.NJR 10532

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