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IFA Administrator Team Leader

Finlink Ltd
Posted 2 days ago, valid for 12 days
Location

Wirral, Merseyside CH634JR, England

Salary

£40,000 - £48,000 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 Administrator Team Leader position is located in Wirral and offers a salary of up to £40,000 depending on experience.
  • Candidates should have administration and team management experience within a financial advisory practice.
  • The role involves leading a team to ensure excellent service for clients and advisers, while also managing performance and conducting regular reviews.
  • The position provides opportunities for career progression due to the company's growth and expansion plans.
  • The role is hybrid, requiring at least three days in the office, and includes benefits such as private medical insurance, income protection, and 28 days of annual leave.

IFA Administrator Team Leader, Wirral

Hybrid

Up to £40k

This role is best suited to those who have administration and team management experience within a financial advisory practice. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.

The Business

The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Wirral office.

The Role

As a Team Leader, you will be a first line leader ensuring that both their clients and advisers receive excellent service. You will be responsible for ensuring your work environments run efficiently whilst providing motivation to your team members.

You will ensure that the administration tasks are completed within agreed timescales and to relevant quality standards. You will also manage the performance of the team by holding regular performance reviews and implementing improvement plans where required. You will support with the recruitment of new recruits and take responsibility for coaching for their coaching and training.

Benefits

  • Job type - Full time
  • Salary - £35k - £40k depending on experience.
  • Hybrid role - at least 3 days will need to be visiting the offices.
  • Group life assurance (4 x basic annual salary)
  • Income protection
  • Private medical insurance
  • Healthcare cash plan
  • Discretionary company bonus award opportunity
  • 28 days annual leave, plus bank holidays (this will increase with each of service up to a maximum of 30 days)

If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.

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.