Our client, a prestigious and award winning financial planning firm in Leeds are looking to appoint an IFA Administrator Team Leader to join their experienced team on a permanent basis.
This position would suit either a senior administrator looking to take the step up into management, or a team leader looking for a new challenge.
As a financial services professional 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
Supporting a team of experienced paraplanners & financial planners, 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
*Various other IFA administrative duties
*Processing new business applications across the key financial products
The candidate:
*IFA/ financial planning administration experience (essential)
*Experience of using Intelligent Office (desirable)
*Managerial experience (desirable)
*Knowledge of provider platforms
*Highly organised
What’s on offer:
*Starting basic salary of up to £37,000 bonus
*Home working
*25 days holiday
*Full study support inclusive of training courses
*Structured career progression
*DIS
Please contact submit the latest version of your CV to be considered for this opportunity.