IFA Admin Team Leader

This hybrid, IFA Administrator Team Leader job in Newcastle is ideal for an experienced IFA Administrator looking to take the next step in their career and, join a growing company which has exciting plans ahead!

You will be ensuring the Administration team runs smoothly and effectively whilst being a safe and motivational environment to work in. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.

As an IFA Administrator Team Leader, you will be focused on ensuring efficient administrative support. Your responsibilities will include:

• Ensuring the working environment runs smoothly and effectively in line with internal policy and regulation.
• Manage all aspects of administrative work to ensure high quality service to advisors and clients in line with agreed SLA’s
• Identify and manage development needs if the team and implement training plans if needed,
• Assist and support with Recruitment.
• Undertake quality assessment on work completed by the team members to ensure high quality work is produced

The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc.

IFA Administrator Team Leader Requirements

• You should have 3+ years’ experience as an Administrator within a financial planning firm
• You should have team leader experience
• You should have good knowledge of financial planning processes and how a Financial Advisor operates.
• 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 Administrator Team Leader Benefits

• Salary of £35,000 - £40,000
• 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 28 days holiday + bank holidays, rising up to 30 days
• Hybrid working with 60/40 split of office and home working
• 37.5 hours per week
• Excellent career progression, with individual development plans shaped around your desired career path

Locations

Newcastle

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