Team Leader Wealth Planning Admin Team

Posted 6 days ago by REED Insurance Featured
My client a leading Wealth Planning and expanding, prestigious IFA Practice, are actively looking to recruit a skilled Wealth Planning Team Leader to run their Administration Team at their Head office in Cambridge.  This is a fantastic role for someone currently leading a Team within an IFA and keen to take on a new challenge with a client who will reward you for your skills and ability.   If you are a skilled Team Leader and working in Wealth Planning, please do apply for this role. 

Performs management duties when CAM is absent or out of the office

Supporting CAM, provide input and assist with the implementation of any new initiatives
or changes to existing practices

Provides encouragement to team members and identifying areas for training and
development

Answers team member questions, helps with problems, and oversees work for quality and compliance

Communicates deadlines and goals to team members

Conducts team meetings to update members on best practices and continuing
expectations

Generates and shares feedback to CAM about team performance and workloads

Conducts regular team member 121 meetings and provides feedback of outcomes to the Team

Assists with hiring processes and new team member inductions

Provide administration support for a bank of key clients as identified by the CAM and
Directors. This will include processing new and existing business as instructed by the
relevant Director, Financial Planner or Client Relationship Manager (CRM) and keeping the relevant individuals and/or client updated, as and when required.

Ensure the back-office systems and client records are maintained and accurate at all
times.

Adhere to the company handbook at all times.

Adhere to compliance requirements and procedures as guided by Risk Management and
the Financial Conduct Authority regulator (FCA).

To be considered you must be able to demonstrate the following:-

- Currently working as a Team Leader in a Wealth Planning Administration Team
- Ideally RO1 or willingness to study
- Preferably Team Leading in an IFA practice

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you currently a Team Leader within Wealth Planning?
Are you working in an IFA Practice and leading a team?
Do you have R01 and are leading a Team in Financial Services?
Are you a Wealth Planning IFA Team Leader?

Reference: 34177107

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