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IFA Administrator Team Leader

Taylor James Professional Recruitment
Posted 8 days ago, valid for 19 days
Location

Manchester, Greater Manchester M17 1DJ, England

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

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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  • Our Manchester based client is seeking an IFA Administrator Team Leader for a permanent position.
  • The role requires candidates to have IFA or financial planning administration experience, with management experience being desirable.
  • The starting salary for this position is up to £38,000, along with additional bonuses and benefits.
  • Key responsibilities include managing a team of administrators, leading meetings, and handling team queries.
  • The company offers a supportive working environment with opportunities for personal development and structured career progression.

Our Manchester based client are looking to appoint an 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 £38,000 + 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.

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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.