Location | Yorkshire and the Humber West Yorkshire Wakefield Wakefield City Centre - Wakefield |
Company name | Lime People Search & Select Ltd |
Category | Accounting |
Contract | Permanent |
Full/Part time | Full time |
Salary | £ 28000 - £35000/annum £28-35k +be |
My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning. We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff. Specifically you'll be responsible for: * Leading the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team members * Leading the recruitment and onboarding process and conducting performance reviews and appraisals in line with company objectives * Using a Diary Management System to allocate and track incoming work across the Administration teams * Liaising with advisors throughout the advice process and supporting the production of portfolio and fund analysis reports for advisor / client meetings * Using platforms and liaising with product providers to obtain information about existing and potential investments, including the coordination of training on new products * Assisting the compliance officer to ensure compliance standards are met throughout the financial services department * Supporting the directors with project work in relation to improvements in business operations * Suggesting and Implementing improvements in business systems and processes, operational efficiency and team development We would be seeking a candidate who has some Management or Team Leading experience coming from the Financial Services industry, ideally from within an Independent Financial Advisory sector, with a proven track record of managing a team and evidence of team development and progression. You will have a good understanding of the Financial Advice sales process, bus