IFA Administrator Team Leader - Taylor James Professional Recruitment : Job Details

IFA Administrator Team Leader

Taylor James Professional Recruitment

Job Location : Manchester, UK

Posted on : 04/12/2024 - Valid Till : 15/01/2025

Job Description :

Our Manchester based client are looking to appoint an IFA Administrator Team Leader to join their team on a permanent basis.

Our client is keen to hear from experienced administrator's looking to progress into management, or an IFA administrator team leader looking for a new challenge.

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

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
  • Carry out staff members quarterly KPI & one to ones
  • Various IFA Administrative duties

The candidate:

  • Experience managing / training junior team members (desirable)
  • IFA/ financial planning administration experience (essential)
  • Experience of using Intelligent Office (desirable)
  • knowledge of provider platforms
  • Highly organised

What’s on offer:

  • Starting basic salary of up to £38,000 + bonus
  • Home working
  • Bonus
  • 26 days holiday
  • Full study support inclusive of training courses
  • Structured career progression
  • DIS

Please contact Matthew Biddle 0161-820-2688 or submit the latest version of your CV to be considered for this opportunity.

Salary : 30000 - 38000

Apply Now!

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