IFA Administration Team Leader – Leicester – Up to £38k
We are working with an award winning IFA practice based in Leicester who are looking for an IFA administration Team Leader to join their growing team. This is a great opportunity for someone who is experienced within a senior administrator role or similar looking to make a step up. The ideal candidate will have strong process, technology and people skills and happy to join a growing an developing team.
Key Benefits:
- Work-Life Balance: 3 days in the office and 2 days working from home
- Holiday: 25 days per annum plus statutory Bank Holidays
- 4 passion days of leave a year
- Pension: 5% Employee and Employer contributions
- Professional exams paid for
- Death In Service: 4 x salary
- Private Medical Insurance: Vitality Healthcare (upon passing probation) with the option to add family members at a supplement
Job Overview:
As IFA Administration Team Leader you will report to the Operations Director and play a pivotal role in mentoring and leading your team to fulfil their goals and deliver outstanding customer service. With proven experience in people management, you will set high performance standards and targets, working closely with your team to achieve them. Through regular coaching, training, and feedback you will develop a confident and competent team who can positively contribute to the overall vision.
Key Responsibilities:
- Management of the team, conducting regular 121s and appraisals, and assisting team members’ progression and development through regular performance management, feedback, training, and coaching in line with overall company objectives
- Resolving team member queries, allocating workflow, monitoring fluctuations and ensuring client work is produced to the appropriate quality standards
- Involvement with new starters, including the interview and probation processes
- Creating efficiencies through monitoring and analysing capacity and capability
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management