img
Permanent

IFA Administration Team Leader

Wakefield
money-bag 28000.00-28000.00 Annual
2838471117
Posted Yesterday

My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement and 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 ..... full job details .....

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!