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