Financial Administration Team Leader - Luton / Hybrid - Salary up to £43k plus...

Plus: study leave to support career development

A new opportunity has arisen for an experienced Financial Administrator Team Leader with team management experience to join My Client, leading a teams made up of 5 administrators. This boutique financial advisory firm located in the Luton area. The company is well-established and rapidly expanding, and its management takes pride in offering their employees a great work/life balance.

Highlight of Opportunity - Financial Administrator Team Leader

** As the leader of the CRM team, you will inspire and mentor a small group of Administrators who oversee their own group of administrators who are client focused.

** This is a very client-focused position that works closely with the paraplanners and supports the financial planners

Assume accountability for offering technical assistance in financial planning for intricate cases

** Fantastic chance to create procedures.

** As the team processes business submissions, make sure the client contacts are maintained and that the work is

This role would suit an experienced Senior IFA Administrator/Team Leader who appreciates working one-on-one with clients, financial planners, and paraplanners and managing a group of capable administrators.

If you are looking for a lead role as Financial Administrator Team Leader in Wealth Management or similar positions, then please send your cv to Sam at Financial Divisions