IFA Administration Manager
other jobs Synchronicity Group
Added before 3 Days
- England,North East,Tyne and Wear,Newcastle upon Tyne
- Full Time, Permanent
- £35,000 - £40,000 per annum
Job Description:
IFA Administration Manager, Newcastle. Up to £40,000, good benefits and bonus,
Rare opportunity has arisen within this national IFA in their Newcastle office for an experienced Financial Services Administration Manager.
You’ll be responsible for leading and developing a team of experienced Administrators as well as working closely with them and undertaking some administration duties.
The role:
*Allocating/distributing work to the team. Prioritising work accordingly.
*Ensuring work is completed accurately and within any set timeframes/guidelines.
*Making sure client records are maintained, up to date and accurate.
*Handling client enquiries, ensuring these are dealt with in a timely and efficient manner.
*Carry out any training/coaching needs within the team.
*Reviewing and making recommendations for improvements to procedures & processes.
To apply:
*Previous management or team leading experience gained in Financial Services is required.
*Be able to demonstrate the ability to train, coach and lead others.
*Very strong communication skills coupled with excellent attention to detail.
*Have a good understanding of financial services products and regulation guidelines.
*Ideally experienced in using Intelligent Office.
For further information about this and many other great opportunities in Financial Services, please contact Andrew Stark at Synchronicity Wealth.
Rare opportunity has arisen within this national IFA in their Newcastle office for an experienced Financial Services Administration Manager.
You’ll be responsible for leading and developing a team of experienced Administrators as well as working closely with them and undertaking some administration duties.
The role:
*Allocating/distributing work to the team. Prioritising work accordingly.
*Ensuring work is completed accurately and within any set timeframes/guidelines.
*Making sure client records are maintained, up to date and accurate.
*Handling client enquiries, ensuring these are dealt with in a timely and efficient manner.
*Carry out any training/coaching needs within the team.
*Reviewing and making recommendations for improvements to procedures & processes.
To apply:
*Previous management or team leading experience gained in Financial Services is required.
*Be able to demonstrate the ability to train, coach and lead others.
*Very strong communication skills coupled with excellent attention to detail.
*Have a good understanding of financial services products and regulation guidelines.
*Ideally experienced in using Intelligent Office.
For further information about this and many other great opportunities in Financial Services, please contact Andrew Stark at Synchronicity Wealth.
Job number 3322281
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Company Details:
Synchronicity Group
Company size:
Industry:
Established since 2004, Synchronicity has grown to be a valued partner to many of the worlds most respected real estate and financial institutions.
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