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Date Added: Fri 13/01/2023

IFA Support, Team Leader

Perth, PH2, UK
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Company: IDEX CONSULTING

Job Type: Permanent, FullTime

Salary: £30000 - £35000/annum excellent benefits package

IFA Support Team Leader - Perth

We are looking for an experienced IFA Support Team Leader to join our team. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. They will also line manage the Client Delivery Team based at our Scotland Offices.

The ideal candidate will work from the Perth office, in a hybrid working environment.

Key Accountabilities Include
Team Leadership:

Ensure that the team members meet defined service levels.
Redistribute work throughout the teams as required.
Assist in recruitment of new members of the team and train these members whilst maintaining development logs.
Complete monthly 1-2-1s for the team and communicate any changes in a positive and constructive manner.Client Delivery:

Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.
Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed.
New Business Submission: use client database to track new business and current position, updating planner accordingly.
Person Specification
Knowledge

Must have excellent understanding of the financial planning process.
Must have excellent communication skills and telephone manner
Experience

Minimum of one year in a Financial Services Administration Role
Team Leader / Management Experience
Skills / Personal Attributes

Proficient IT skills, basic spread sheet and database knowledge
Good planning and effective organisational skills
Honesty and integrity
Methodological approach to work

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy
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