Administrator Team Leader

New Today

IFA ADMINISTRATOR / TEAM LEADERLocation: Altrincham / Hybrid Two days WFHSalary: Up to £32,500NJR Recruitment are working in Partnership with a grown firm of Regional Independent Financial Planners who are now seeking an experienced and motivated IFA Administrator Team Leader. This is an excellent opportunity for a skilled financial services professional to take the next step in their career, combining hands-on administrative expertise with team leadership responsibilities.Our client will consider candidates coming from Banking, Financial Planning or a Provider Platform, however you MUST demonstrate leadership, supervisory or team leader experience. The successful candidate will play a key role in supporting Financial Advisers while overseeing the day-to-day workflow of the administration team. This position requires strong technical knowledge, leadership capability, and a proactive approach to improving processes and service delivery.Key Responsibilities:Manage and support a team of IFA Administrators, ensuring high performance and productivityOversee the end-to-end client administration process, from onboarding through to policy servicingAllocate workloads and monitor deadlines to ensure service levels are metAct as a point of escalation for complex queries and casesMaintain and improve internal processes to drive efficiency and accuracySupport advisers with client reviews, new business submissions, and compliance requirementsEnsure all activities meet FCA regulatory standardsAbout You:Proven experience within an IFA / Wealth Management environmentStrong knowledge of financial products including pensions, investments, and protectionPrevious team leadership or supervisory experience is highly desirableExcellent organisational and time management skillsHigh attention to detail and commitment to accuracyStrong communication and interpersonal skillsAbility to work in a fast-paced environment and manage competing prioritiesWhy Join Us?Opportunity to step into a leadership role within a supportive and growing businessHybrid working for a better work-life balanceOngoing professional development and career progressionCollaborative and friendly team cultureIf youre ready to take on a leadership role while continuing to build on your IFA expertise, wed love to hear from you.NJR16615JBRP1_UKTJ
Location:
Manchester
Job Type:
FullTime

We found some similar jobs based on your search