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An ambitious, growing, technology led financial planning practice are looking to strengthen their financial planning support function with a key hire. I would like to speak with experienced Administration Team Leader/Managers who come from a financial planning background. The role is to directly manage a team of high performing Financial Planning Administrators across 2 different offices.What will you be doing?
- First line team leader within the administration function to ensure excellent service is provided to both our clients and Financial Advisers
- Ensure that our working environments run efficiently whilst also being a safe and motivational place to work
- Each office is to be visited in person weekly to spend time with the team members. You will need a full driving licence and access to your own vehicle
- Manage all agreed administration aspects for our Advisers as per our agreed SLA's ensuring consistency of process and to a high level of quality
- Identify and manage training and development needs of individuals and the team to improve performance and accelerate career development
- Hold regular individual development reviews with each member within your allocated team and documenting the meetings with agreed actions where identified being managed accordingly.
- Chair regular team meetings to communicate team performance and any other relevant updates including upcoming changes
- Responsible for recruitment, coaching and training of new team members
- Assist and support with recruitment
- Work in partnership with your peers and Senior Leaders to identify and rectify issues and implement improvements
- Continually review and improve processes and look for efficiencies across tasks working collaboratively with other Managers
- Monitor and report team performance on a weekly basis
- Arrange and participate in meetings, team events and projects
What we would love to see in your application:
- Strong experience within a regulated Financial Planning/Wealth Management environment
- Previous Team Management experience essential
- Strong organisational skills and the ability to prioritise
- Strong interpersonal skills and an ability to inspire and galvanise the team
- An ability to work under time pressure on important tasks
- Experience in performance management, quality and efficiency improvement
This position offers you the opportunity to take over an already slick and well established support function and drive it forward to greater heights. You will be a voice within the organisation and will have the ability to inspire, develop and grow the team. In return you will receive an extremely competitive salary (depending on skills and experience), a superb benefits package and clear career progression within a growing organisation.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
