IFA ADMINISTRATION MANAGER (Wealth Management) - London - C £40k/50k plus...

Posted 4 July by Financial Divisions
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plus excellent benefits include study, hybrid working

Excellent opportunity for an experienced IFA Administration Manager to join an award-winning independent London based firm with a truly professional team providing holistic Financial Advice to their HNW Clients. Leading your team your role will offer you daily variety of tasks with the aim of creating a collaborative, engaging, and inspiring environment to assist each individual member in providing excellence in their delivery to Clients.

Opportunity Highlights

** As Team Manager you will support 5 Advisers

** Enjoy full involvement in delivering projects, drive any change and propose recommendations to drive efficiency and quality of service.

** Manage workflows, allocate tasks, be the ' go-to’ person.

** Be confident in providing feedback to team members addressing any complex issues to ensure excellence.

** Provide guidance, coaching, mentorship to both new and existing members, conduct catch ups.

** Handle any complex technical new business processing including pension transfers and specialised investment products.

** A minimum of 2 years Team Leadership/Manager experience required within an IFA Admin role.

** Ideally you will be working towards the CII Diploma

** Confidence, strong interpersonal skills, and ability to work with wide range of Advisers is key.

To register your interest, send your cv to Camilla Howden.

Reference: 53027080

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