IFA Administrator (Team Leader)
New Yesterday
Flexible working & homeworking available
Our client, an award winning and chartered firm of financial planners are looking to recruit an experienced IFA Admin Team leader to join their city of London based team.
This is a first class opportunity to join one of London’s most reputable firms.
Duties & responsibilities will include (not limited to):
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
Carry out staff members quarterly KPI & one to ones
Various IFA Administrative duties
The candidate:
Managerial experience ( essential )
Studying towards CII diploma (desirable)
Excellent knowledge of provider platforms
What’s on offer:
Starting basic salary of up to c £45,000 attractive bonus
Flexible working & homeworking available
25 days holiday
Full study support inclusive of training courses
Pension at 5%
DIS X 4
Dental/ health
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
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- Location:
- London
- Salary:
- £40,000 - £48,000 per annum
- Category:
- Admin, Office, Secretarial & PA