Assistant Team Leader Financial Planning Practice

2 weeks 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.

  • Assistant Team Leader Financial Planning Practice

    2 weeks 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...

  • Assistant Team Leader

    1 month ago

    Wakefield, West Yorkshire, United Kingdom Medlock Partners Ltd Full time €30,000

    Deputy Team Leader (Financial Planning Practice) Salary up to £30,000 Wakefield based. X2 Death in service Medical cashback Exam support + Funding Christmas 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...

  • Assistant Team Leader

    4 weeks ago

    Wakefield, West Yorkshire, United Kingdom Medlock Partners Ltd Full time €30,000

    Deputy Team Leader (Financial Planning Practice) Salary up to £30,000 Wakefield based. X2 Death in service Medical cashback Exam support + Funding Christmas 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...

  • Assistant Team Leader

    4 weeks ago

    Wakefield, West Yorkshire, United Kingdom Medlock Partners Ltd Full time €30,000

    Deputy Team Leader (Financial Planning Practice) Salary up to £30,000 Wakefield based. X2 Death in service Medical cashback Exam support + Funding Christmas 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...

  • Assistant Team Leader

    1 month ago

    Wakefield, West Yorkshire, United Kingdom Medlock Partners Ltd Full time €30,000

    Deputy Team Leader (Financial Planning Practice) Salary up to £30,000 Wakefield based. X2 Death in service Medical cashback Exam support + Funding Christmas 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...

  • General Practice Assistant Admin Team Leader

    4 weeks ago

    Wakefield, United Kingdom Conexus Healthcare Ltd Full time

    **Closing Date - 26th March 2024** **Job summary** An exciting opportunity has arisen for the employment of an experienced general practice administrator, coder and summariser to help lead a new team. You will be responsible for ensuring the team is adequately trained, and for monitoring quality and patient safety through regular audits. You will be...

  • Financial Planning Administrator

    2 weeks ago

    Wakefield, Wakefield, United Kingdom Recruit UK Full time

    Job Title: Financial Planning Administrator Industry: Financial Planning Location: Wakefield Job Reference: 9102 Job Description: Are you a financial planning administrator looking to step into a role that offers growth and the chance to make a real impact? Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator to...

  • Financial Planning Administrator

    1 week ago

    Wakefield, United Kingdom Recruit UK Full time

    Job Title: Financial Planning Administrator Industry: Financial Planning Location: Wakefield Job Reference: 9102 Job Description: Are you a financial planning administrator looking to step into a role that offers growth and the chance to make a real impact? Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator...

  • Financial Planning Administrator

    2 weeks ago

    Wakefield, Wakefield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you a financial planning administrator looking to step into a role that offers growth and the chance to make a real impact?The following information provides an overview of the skills, qualities, and qualifications needed for this role.Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator to join their office...

  • Financial Planning Administrator

    2 weeks ago

    Wakefield, Wakefield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you a financial planning administrator looking to step into a role that offers growth and the chance to make a real impact?Is this the role you are looking for If so read on for more details, and make sure to apply today.Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator to join their office based in...

  • Financial Planning Administrator

    2 weeks ago

    Wakefield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you a financial planning administrator looking to step into a role that offers growth and the chance to make a real impact?The following information provides an overview of the skills, qualities, and qualifications needed for this role.Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator to join their office...

  • Financial Planning Administrator

    2 weeks ago

    Wakefield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you a financial planning administrator looking to step into a role that offers growth and the chance to make a real impact?Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator to join their office based in Wakefield.Their mission is to provide exceptional financial advice and solutions, ensuring their clients...

  • Financial Planning Administrator

    2 weeks ago

    Wakefield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you a financial planning administrator looking to step into a role that offers growth and the chance to make a real impact? Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator to join their office based in Wakefield. Their mission is to provide exceptional financial advice and solutions, ensuring their...

  • Financial Planning Administrator

    2 weeks ago

    Wakefield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you a financial planning administrator looking to step into a role that offers growth and the chance to make a real impact?Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator to join their office based in Wakefield.Their mission is to provide exceptional financial advice and solutions, ensuring their clients...

  • Financial Planning Administrator

    2 weeks ago

    Wakefield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you a financial planning administrator looking to step into a role that offers growth and the chance to make a real impact?Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator to join their office based in Wakefield.Their mission is to provide exceptional financial advice and solutions, ensuring their clients...

  • Financial Planning Administrator

    2 weeks ago

    Wakefield, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you a financial planning administrator looking to step into a role that offers growth and the chance to make a real impact?Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator to join their office based in Wakefield.Their mission is to provide exceptional financial advice and solutions, ensuring their clients...

  • General Practice Assistant Admin Team Leader

    4 weeks ago

    Wakefield, United Kingdom Conexus Healthcare CIC Full time

    The post will evolve as we develop our services but the postholder will be required to undertake the following duties: The Administrative team will be responsible for: Summarising medical records. Sorting clinical post and prioritising for the GP in terms of actions. Signposting some post to others such as clinical pharmacists. Extracting all information...

  • Reception Team Leader

    2 weeks ago

    Wakefield, United Kingdom Crofton and Sharlston Medical Practice Full time

    JOB FUNCTION To lead the reception team, ensuring an efficient and professional manner is maintained. To provide a focal point of communication between patients, doctors and other medical staff. To act as a role model, demonstrating and promoting the standards expected by the practice and creating the energy and enthusiasm for the service. To liaise with and...

  • Team Leader

    4 weeks ago

    Wakefield, United Kingdom Cambian Group Full time

    DESCRIPTION JOB TITLE: Team Leader RESPONSIBLE TO: Home Manager Main Purpose of the Job: To assist the manager and/or the Deputy Manager in achieving the aims and objectives of the Statement of Purpose and uphold the organisations missions statement andvalues. To support and manage the staff team to enable them to meet the needs of the children and young...

  • Financial Planning Administrator

    2 weeks ago

    Wakefield, United Kingdom Recruit UK Full time

    Job Title: Financial Planning Administrator Industry: Financial Planning Location: Wakefield Job Reference: 9102 Job Description: Are you a financial planning administrator looking to step into a role that offers growth and the chance to make a real impact? Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator to...