I am recruiting for a Financial Planning company that is currently seeking an dynamic and motivated IFA Administration Team Leader to oversea the day to day running of the the administration team.

The office is a small office and you would be responsible for approx 5 staff members. This is a full time office based role Mon- Fri

This role will require someone who has previous experience working within a Financial Planning company /practice within a Senior IFA Administrative role who is seeking a development into Managing or someone who is working in a similar role now but must be within a Financial Planning or Financial Product provider capacity.

The responsibilities:

• Ensure the efficient day-to-day running of the Admin Team by coordinating, distributing and monitoring work flow
• Drive improvements in efficiency, turnaround times and quality of the admin team output by reviewing and developing procedures
• Processing personal and telephone requests for appointments, visits and telephone consultations and ensuring callers are directed to the appropriate Adviser and/or PAl.
• Opening up/locking up of Practice premises and maintaining security in accordance with the Practice protocols
• Working on financial planning admin duties / assisting with the more complexed work load.
• Ensure everyone in the team conducts themselves in an honest and responsible manner
• Mentor and assisting members of the team, identifying training requirements and arranging training where necessary
• Liaise with other departments in the company to ensure compliance with procedures and time frames and resolve issues between the teams
• To be involved in technical discussions and provide support to others in the office including advisers
• Managing the recruitment, induction and training of new team members
• Co-ordinate and manage any internal team problems and disciplinary matters in association with HR.

Requirements:

• For this role we must have someone who has worked in financial planning or within a products provider. We are unable to consider anyone without industry experience.
• Having administrative experience working with either Pensions, Investments or Mortgages is essential
• Having experience with Intelligent office / Adviser office or intelliflo is advantageous
• You need to be well presented
• You will have outstanding communication skills, verbally and written
• You will be able to deal with any issues calmly and professionally
• Motivated and positive

Job Type: Full-time

Additional pay:

• Yearly bonus

Benefits:

• Additional leave
• Company events
• Life insurance
• Private medical insurance
• Sick pay