Lime People Search & Select Ltd
IFA Administration Team Leader
Job Location
Kirkhamgate, United Kingdom
Job Description
My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.
We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.
Specifically you'll be responsible for:
* Leading the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team members
* Leading the recruitment and onboarding process and conducting performance reviews and appraisals in line with company objectives
* Using a Diary Management System to allocate and track incoming work across the Administration teams
* Liaising with advisors throughout the advice process and supporting the production of portfolio and fund analysis reports for advisor / client meetings
* Using platforms and liaising with product providers to obtain information about existing and potential investments, including the coordination of training on new products
* Assisting the compliance officer to ensure compliance standards are met throughout the financial services department
* Supporting the directors with project work in relation to improvements in business operations
* Suggesting and Implementing improvements in business systems and processes, operational efficiency and team development
We would be seeking a candidate who has some Management or Team Leading experience coming from the Financial Services industry, ideally from within an Independent Financial Advisory sector, with a proven track record of managing a team and evidence of team development and progression. You will have a good understanding of the Financial Advice sales process, business submission process and the commissions and fee payment process. It would be to your advantage if you have knowledge of Intelligent Office and / or been involved with systems migrations / upgrades. It would also be to your advantage if you have any additional Financial Services qualifications such as working towards or achieved a Level 4 Diploma in Financial Planning.
A great salary is offered with this 1 year fixed term contract position, with a good Bonus to be paid at the end of the contract, with the possibility of it being extended or being made permanent
Location: Kirkhamgate, GB
Posted Date: 11/25/2024
We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.
Specifically you'll be responsible for:
* Leading the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team members
* Leading the recruitment and onboarding process and conducting performance reviews and appraisals in line with company objectives
* Using a Diary Management System to allocate and track incoming work across the Administration teams
* Liaising with advisors throughout the advice process and supporting the production of portfolio and fund analysis reports for advisor / client meetings
* Using platforms and liaising with product providers to obtain information about existing and potential investments, including the coordination of training on new products
* Assisting the compliance officer to ensure compliance standards are met throughout the financial services department
* Supporting the directors with project work in relation to improvements in business operations
* Suggesting and Implementing improvements in business systems and processes, operational efficiency and team development
We would be seeking a candidate who has some Management or Team Leading experience coming from the Financial Services industry, ideally from within an Independent Financial Advisory sector, with a proven track record of managing a team and evidence of team development and progression. You will have a good understanding of the Financial Advice sales process, business submission process and the commissions and fee payment process. It would be to your advantage if you have knowledge of Intelligent Office and / or been involved with systems migrations / upgrades. It would also be to your advantage if you have any additional Financial Services qualifications such as working towards or achieved a Level 4 Diploma in Financial Planning.
A great salary is offered with this 1 year fixed term contract position, with a good Bonus to be paid at the end of the contract, with the possibility of it being extended or being made permanent
Location: Kirkhamgate, GB
Posted Date: 11/25/2024
Contact Information
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