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IFA Administration Team Leader

Reed
Posted a month ago, valid for 5 days
Location

Cheltenham, Gloucestershire GL51 0ST, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The IFA Administration Team Leader position is a full-time role located in Cheltenham with a salary of up to £38,000.
  • Candidates should have proven experience as an IFA Administrator, ideally at a senior level or in a supervisory role.
  • The role involves processing various financial applications, managing client updates, and supporting the administration team.
  • Key skills required include strong organisational and leadership abilities, excellent communication skills, and proficiency in CRM software.
  • The position offers benefits such as 25 days of holiday, flexi-time, hybrid working options, and a 4% employer pension contribution.
IFA Administration Team Leader
  • Job Type: Full-time
  • Location: Cheltenham
  • Salary: upto £38,000

Are you an experienced IFA Administrator at a senior level or currently supervising and looking for a rewarding opportunity? Join my clients dynamic Financial Planning team! As an IFA Administration Team Leader, you’ll play a crucial role in supporting our financial advisers and ensuring exceptional service for our clients.

Day-to-day of the role:
  • Process ISA, pension, GIA, and Offshore Bond applications and top-ups.
  • Process fund switches/dealing instructions within team SLAs, with high attention to detail.
  • Process applications for structured products and EIS.
  • Provide timely updates to clients regarding transfers, top-ups, and withdrawals.
  • Process surrenders and assignments.
  • Deal with death claims, including liaising with other professional services firms and Executors.
  • Build strong relationships with key account managers of product providers and the wider firm to ensure the best possible outcomes for our clients.
  • Assist the Head of Administration with the day-to-day running of the Administration team, including allocating and reviewing work.
  • Support the Administration team in the absence of the Head of Administration, including during periods of annual leave.
  • Train new starters on key team processes and CRM software.
Required Skills & Qualifications:
  • Proven experience as an IFA Administrator.
  • Strong organisational and leadership skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in CRM software and Microsoft Office.
  • Ability to work independently and as part of a team.
  • Attention to detail and ability to handle multiple tasks.
Benefits:
  • 25 days holiday + bank holidays.
  • Flexi-time.
  • Direct application bonus.
  • Hybrid working (after successful completion of your probation period).
  • Health and wellbeing support.
  • 4% employer pension contribution.
  • Life assurance - 4x annual salary.
  • Regular firm-wide and team social events.
  • Plus much more!

If you’re ready to take the next step in your career and make a significant impact within a supportive and forward-thinking team, we’d love to hear from you! Apply now by submitting your CV and a cover letter detailing your relevant experience and why you are interested in this position.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.