Admin Team Leader - IFA

4 days left

Drew Chapman Search and Selection
Bath, Somerset
22 Jul 2017
21 Aug 2017
Contract Type
Full Time

Due to the continued ongoing growth of this Chartered Financial Planning practice, a new position has been created for an Administration Team Leader to join the team.

Key areas of responsibility

  • Responsible for day to day management of other administrators
  • Assist the financial advisers with the administration required during the client journey including liaising with providers, IO and provider submissions, problem solving and keeping client files up to date
  • Routinely and consistently follow FCA procedures and compliance requirements, as published, suggesting improvements whenever appropriate.
  • Prioritise and take proactive responsibility for own workload in accordance with the published procedures, including taking ownership of tasks and enquiries, identifying problems and suggesting solutions.
  • Produce management information and reports from the back office system and providers to support the Partners managing the administration process
  • Keep advisers up dated with progress towards agreed deadlines, and communicate clearly in all directions on work related matters

Additional accountabilities

  • Responsible for general running of the office administration (including stationary, supplies etc)
  • Providing support to trainees

You will be rewarded with a competitive basic salary, support with further industry qualifications and a friendly working environment.

Apply today for further information!