IFA Administration Team Leader - Reed : Job Details

• Job Type: Full-time
• Location: Cheltenham
• Salary: upto £38,000

Are you an experienced IFA Administrator at a senior level or currently supervising and looking for a rewarding opportunity? Join my clients dynamic Financial Planning team! As an IFA Administration Team Leader, you’ll play a crucial role in supporting our financial advisers and ensuring exceptional service for our clients.

• Process ISA, pension, GIA, and Offshore Bond applications and top-ups.
• Process fund switches/dealing instructions within team SLAs, with high attention to detail.
• Process applications for structured products and EIS.
• Provide timely updates to clients regarding transfers, top-ups, and withdrawals.
• Process surrenders and assignments.
• Deal with death claims, including liaising with other professional services firms and Executors.
• Build strong relationships with key account managers of product providers and the wider firm to ensure the best possible outcomes for our clients.
• Assist the Head of Administration with the day-to-day running of the Administration team, including allocating and reviewing work.
• Support the Administration team in the absence of the Head of Administration, including during periods of annual leave.
• Train new starters on key team processes and CRM software.

• Proven experience as an IFA Administrator.
• Strong organisational and leadership skills.
• Excellent communication and interpersonal skills.
• Proficiency in CRM software and Microsoft Office.
• Ability to work independently and as part of a team.
• Attention to detail and ability to handle multiple tasks.

• 25 days holiday + bank holidays.
• Flexi-time.
• Direct application bonus.
• Hybrid working (after successful completion of your probation period).
• Health and wellbeing support.
• 4% employer pension contribution.
• Life assurance - 4x annual salary.
• Regular firm-wide and team social events.
• Plus much more!

If you’re ready to take the next step in your career and make a significant impact within a supportive and forward-thinking team, we’d love to hear from you! Apply now by submitting your CV and a cover letter detailing your relevant experience and why you are interested in this position.