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IFA Admin / Team Leader

Clever-HR
Job LocationLeicester
EducationNot Mentioned
Salary26,000 - 32,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A new and exciting role in a very well-established firm of independent Financial Advisers who hold an excellent reputation within the industry.This role will suit someone who has been working within the financial services industry and has experience of administering Pensions & Investments. The successful candidate will be responsible for reporting to the companies Group Managing Director and playinga hands-on position in managing the office and overseeing the operations of the Administration and Paraplanning teams. This is an excellent opportunity for someone who wants to join a growing organisation.Your priority will be to ensure your team supports the Financial Advisers to provide excellent customer outcomes and achieve this by improving processes and procedures and improving staff performance.The successful candidate must have previous experience as a Team Leader working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrive on working in a fastpaced and busy team environment.Daily you will be responsible for:

  • Team leader of Administrators and Paraplanners, which will involve conducting 121s and implementing new processes and procedures.
  • Develop MI for the senior management team in line with regulatory requirements
  • To ensure that practical and operational aspects of the business are properly attended to in a timely and pragmatic manner.
  • To provide an efficient and timely HR service to the senior management team to ensure staffing is aligned with the key aims of the organisation.
  • Handle client day to day queries to ensure they are dealt with efficiently and in a timely manner.
  • To establish and maintain robust procedures for the retention, protection, retrieval, transfer and disposal of in line with legislative requirements.
Essential skills:
  • At least 3-4+ years experience within the independent sector of the financial services industry, in a relevant team leader role.
  • Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts, and protection.
  • Demonstrable experience in delivering client service at the highest level
  • Excellent IT skills with excellent working knowledge of Excel
  • Excellent written and verbal communication skills with a high level of attention to detail
  • Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances to effectively carry out the role
  • Strong work ethic with the ability to take initiative and the desire to proactively seek out work
  • Ability to work under pressure and to agreed deadlines
Desirable skills:
  • Experience in using Xplan or equivalent system.
  • Relevant industry qualifications will be an advantage.
  • Knowledge of Esoteric products
Benefits
  • Free parking available on site
  • Flexible working
  • Group life scheme
  • 25 days holiday (plus bank holidays) which increases with length of service
  • 4% pension where company matches pension up to 6%
  • Competitive salary

Keyskills :
InvestmentsPensionsTeam LeaderWealth ManagementSales Support

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