Join an award-winning financial planning organisation with a stellar reputation! Our client has experienced significant growth over the past five years, and pride themselves on providing exceptional financial planning services to clients across to UK. They are currently seeking a dynamic and experienced IFA Administration Team Leader to lead a dedicated team of IFA Administrators.
Role Overview: As the IFA Administration Team Leader, you will play a crucial role in ensuring the smooth operation and exceptional service delivery of the administration team. You will lead, manage, and develop a small team of IFA Administrators, supporting them in providing exceptional service to financial planners, paraplanners, and clients.
Key Responsibilities:
- Lead and manage a team of IFA Administrators, ensuring high performance and professional development.
- Oversee daily administrative operations to support financial planners and paraplanners.
- Ensure the team delivers exceptional service to clients, maintaining high standards and reputation.
- Coordinate and streamline administrative processes to enhance efficiency and effectiveness.
- Monitor and manage team workloads, ensuring timely and accurate completion of tasks.
- Foster a collaborative and supportive team environment, promoting continuous improvement.
- Conduct regular performance reviews, provide feedback, and identify training needs.
- Resolve escalated issues promptly and effectively, maintaining client satisfaction.
Requirements:
- Proven experience in a similar leadership role within financial services, preferably within an IFA environment.
- Strong knowledge of financial planning and IFA administration processes.
- Excellent leadership and team management skills.
- Exceptional communication and interpersonal abilities.
- Detail-oriented with strong organisational and problem-solving skills.
- Proficiency in using financial planning software and Microsoft Office Suite.
- Ability to work under pressure and meet deadlines.
What We Offer:
- Competitive salary and benefits package.
- Opportunity to work with a leading financial planning organisation.
- Supportive and collaborative work environment.
- Hybrid working split between office & home.
- Ongoing professional development and career advancement opportunities.
- A chance to contribute to the continued growth and success of a respected company.