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Assistant Team Leader Financial Planning Practice

3 months ago

Wakefield, United Kingdom Medlock Partners Limited Full time
Deputy Team Leader (Financial Planning Practice)Salary up to £30,000Wakefield based. X2 Death in serviceMedical cashbackExam support + FundingChristmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire region. As a result of their continued growth now have a excellent Opportunity for a Deputy Team leader to join their business and work alongside overseeing a team of Administrators which will involve reporting to the Senior team within the business. The role offers excellent development should that be something you are wanting to pursue. Responsibilities
  • Allocation of daily, weekly, and monthly tasks across the team using the Intelligent Office system.
  • Training of new and less experienced members of the Adviser Support team and the wider business.
  • Maintenance of holiday, sickness and other absence records.
  • Helping colleagues understand the requirements of submitting work requests to the team correctly.
  • Overseeing the successful delivery of company campaigns, for example the annual GIA to ISA campaign.
  • Processing paper based and complex business where online applications cannot be made.
  • Completing the 'post implementation' of all investment and pension related new business.
  • Processing Protection business and seeing this through to completion.
  • Actioning letters of authority/appointment and obtaining plan information from product providers
  • Dealing with client changes of address, disengaging clients, deceased clients and clients making changes to personal details.
Manage absence (holidays, sickness, etc.) to ensure the team is adequately resourced at all times re-allocating workloads and tasks where necessary to minimise adviser disruption and client dis-advantage.Provide support, training and guidance to less experienced Colleagues, Peers and Advisers to assistYou will need to have Industry related experience to be considered and ideally worked in a leadership capacity.Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years' experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.