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Our Chorley based client are looking to appoint a Senior IFA Administrator / Team Leader to join their team on a permanent basis.
Our client is keen to hear from experienced administrator's looking to progress into management, or an IFA administrator team leader looking for a new challenge.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Duties & responsibilities will include:
- Managing a team of administrators
- Allocation of work to the wider team
- Lead weekly team meetings to manage workloads
- Point of contact for team queries
- Carry out staff members quarterly KPI & one to ones
- Various IFA Administrative duties
The candidate:
- Experience managing / training junior team members (desirable)
- IFA/ financial planning administration experience (essential)
- Experience of using Intelligent Office (desirable)
- knowledge of provider platforms
- Highly organised
What’s on offer:
- Starting basic salary of up to £36,000 + bonus
- Home working
- Bonus
- 26 days holiday
- Full study support inclusive of training courses
- Structured career progression
- DIS
Please contact Matthew Biddle 0161-820-2688 or submit the latest version of your CV to be considered for this opportunity.
