Job Title - IFA Administration Team Leader

Location - Northampton

Salary - £28,000 - £33,000

Job Description:

Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for a IFA Administration Team Leader to join a practice in Northampton. The firm prides themselves on providing an industry leading service, with a client first approach. They have an excellent level of technical knowledge particularly around pensions, income protection and cashflow.

The role itself will be managing the experienced support team situated in their Northampton office. This team provides support to the paraplanners, advisers and clients of the business, so they are at the heart of the business structure.

Responsibilities will include management of the team, analysing workload and processes to ensure a streamlined service, alongside highlighting training and development needs.

This role would really suit someone who is an experienced IFA Administrator who has had experience managing teams, and now looking for an opportunity to work with a team of experienced but great people.

What our client will offer you:

• Competitive salary based on experience
• Annual Bonus
• Attractive benefits package: 25 days + Holiday, auto enrolment pension, DIS
• Flexible working options
• Ongoing training and development

Required experience:

• Strong work ethic with an attitude to succeed
• Multiple years’ experience within an independent firm
• Key understanding with the full range of financial products
• Approachable, professional, and ambitious
• Proficient in systems such as Microsoft 365 and Intelligent Office

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment