IFA Administration Team Leader

My client is an Independent Financial Advisory firm based in the Wakefield area,providing individualclients and businesses with Advice across Pensions, Investments, Retirement & 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:

• Leadingthe day-to-day activities of the Administrationteams,training and motivating the team to achieve objectives and promoting the health, safety andwelfare of all team members
• Leading the recruitment and onboarding process and conducting performance reviews andappraisals in line with company objectives
• Using a Diary Management System to allocate and track incoming work across the Administrationteams
• Liaising with advisors throughout the advice process and supporting the production of portfolioand fund analysis reports for advisor / client meetings
• Using platforms and liaising with product providers to obtain information about existing andpotential investments, including the coordination of training on new products
• Assisting the compliance officer to ensure compliance standards are met throughout the financialservices department
• Supporting the directors with project work in relation to improvements in business operations
• Suggesting and Implementing improvements in business systems and processes, operationalefficiency and team development

We would be seeking a candidate who has some Management or Team Leading experience coming from the Financial Services industry, ideally from within an Independent Financial Advisory sector, with a proven trackrecord of managing a team and evidence of team development and progression.You will have a good understanding of the Financial Advice sales process, business submission process and the commissions and fee payment process. It would be to your advantage if you have knowledge of Intelligent Office and / or been involved with systems migrations / upgrades. It would also be to your advantage if you have any additional Financial Services qualifications such as working towards or achieved a Level 4 Diploma in Financial Planning.

A great salary is offered with this 1 year fixed term contract position, with a good Bonus to be paid at the end of the contract, with the possibility of it being extended or being made permanent.