Admin Team Leader - IFA

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!