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| Job Location | Rotherham |
| Education | Not Mentioned |
| Salary | £27,000 - £32,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
IFA - Admin Team LeaderRotherham£27,000 - £32,000 a year - Full-time, PermanentOur client is an Independent Financial Planning practice and part of a national Chartered Accountancy firm. Due to recent expansion in South Yorkshire, they are recruiting for an experienced Senior IFA Administrator who will be responsible for managing the Administration Team from their new office in Rotherham.Main Responsibilities· Management of the administration and paraplanning team· Reviewing, documenting, and implementing operational workflows and procedures· Overseeing the maintenance and accuracy of our back office systems· Preparing accurate MI and reporting to assist the principle with meeting the firms TCF and T&C obligations· To assist in the development of less experienced members of staffRequirements:· 5 Years experience working in an IFA Practice· Proficient in the use of Intelligent Office· Experience in managing a team· Experience in delivering customer service· Have attention to detail and a critical eye· Understanding of the financial planning process and regulatory framework· IT skills, including MS Word, Excel, PowerPoint· Be able to work on own initiative Required skills
Keyskills :
Administrative Suppt Financial Planning Financial Services Operational Suppt intelligent office