IFA Acquisition Team Leader

This remote based, IFA Acquisition Team Leader job is ideal for individuals experienced within IFA firms and managing the novation of clients

As IFA Acquisition Team Leader, you will lead the operations team focused on integrating and novating their current and future acquisitions. As such your responsibilities will include:

• Be first line support for escalations regarding novation and operation support queries
• Be first line manager for the operations team
• Responsible for the teams combined projects providing regular updates to the Head of Operation
• Complete validation checks to ensure the plans have been correctly novated
• Support the wider operations team when required

This role can also be available as a Senior Acquisitions Support, without the first line manager responsibilities, if preferred

IFA Acquisition Team Leader Requirements

• You must have experience of novating clients / onboarding acquisitions within a financial planning firm
• Individuals with experience of working for a national firm would be preferred
• You should have team leader experience (if applying for this responsibility)
• You should be motivated by the prospect of joining a growing business and the exciting change this brings

The Company

This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.

IFA Acquisition Team Leader Benefits

• Salary in the region of £35,000
• Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10% and 24 days holiday + bank holidays, rising up to 30 days
• Remote based with 10% travel required
• 37.5 hours per week
• Excellent career progression, with individual development plans shaped around your desired career path

Locations

Remote based

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