Current jobs related to IFA Administration Team Leader - Wakefield - Lime People Search & Select Ltd


  • Wakefield, United Kingdom Lime People Search & Select Ltd Full time

    My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the company's back-office...


  • Wakefield, United Kingdom NJR Recruitment Full time

    NJR Recruitment are delighted to be recruiting for a well-established, Independent Financial Planning company who are looking for an experienced IFA Administrator to lead a team of financial planning administrators in their offices in Wakefield. The successful candidate will be joining a company who have built up an excellent reputation within the industry...

  • Team Leader

    6 days ago


    Wakefield, United Kingdom Turning Point Full time

    Job IntroductionHere in Wakefield, we are proud that Turning Point have provided the Adult Drug Treatment Services for more than 40 years and we are currently recruiting for an experienced manager to join our team. The post is working in our Wakefield Inspiring Recovery CDT Service as a Team Leader...

  • Team Leader

    6 days ago


    Wakefield, United Kingdom Turning Point Full time

    Job Introduction Here in Wakefield, we are proud that Turning Point have provided the Adult Drug Treatment Services for more than 40 years and we are currently recruiting for an experienced manager to join our team.  The post is working in our Wakefield Inspiring Recovery CDT Service as a Team Leader where you’ll have the...

  • Team Leader

    6 days ago


    Wakefield, United Kingdom Turning Point Full time

    Job Introduction Here in Wakefield, we are proud that Turning Point have provided the Adult Drug Treatment Services for more than 40 years and we are currently recruiting for an experienced manager to join our team.  The post is working in our Wakefield Inspiring Recovery CDT Service as a Team Leader where you’ll have the chance...

  • Team Leader

    6 days ago


    Wakefield, United Kingdom Turning Point Full time

    Job Introduction Here in Wakefield, we are proud that Turning Point have provided the Adult Drug Treatment Services for more than 40 years and we are currently recruiting for an experienced manager to join our team.  The post is working in our Wakefield Inspiring Recovery CDT Service as a Team Leader where you’ll have the...

  • Yard Team Leader

    4 weeks ago


    Wakefield, United Kingdom This is an IT support group Full time

    Location: WakefieldWorking hours: 40 hours per weekSalary: £30,000About the Role:We are looking for a Yard Team Leader to join our busy Wakefield team.Responsibilities include:Effectively lead the yard teamProcess vehicles and carry out vehicle checksEnsure that levels of customer service within the function are exceptional at all timesTake responsibility...

  • Team Leader

    3 weeks ago


    Wakefield, United Kingdom Strong Life Care Full time

    Ideal opportunity for a Senior Care Assistant to begin their journey into Management as our Team Leader.Earls Lodge is a good rated Residential / Dementia Home with an established reputation with the Local Authority and the local community. The Home is part of multi award winning Care Provider, Strong Life Care.You will be responsible for working with the...


  • Wakefield, United Kingdom Jark PLC Full time

    We are currently seeking an experienced Team Leader - Fabrication, to join our client, a leading modular building specialist based in West Yorkshire. As the Team Leader - Fabrication, you will work for and report to the Senior Supervisor and be responsible for ensuring all operatives are actively engaged to meet high safety, quality and environmental...


  • Wakefield, United Kingdom Questech Recruitment Ltd Full time

    Engineering Team Leader - An Electrical Maintenance background is essential. The Maintenance team leader is a key role in prioritising and delivering the day-to-day KPI's within the engineering department. The Team leader will serve as a first point of contact for both the engineering manager and other external stakeholders in engineering...

  • Team Leader

    4 weeks ago


    Wakefield, United Kingdom Ivolve Group Full time

    Vacancy Location: Wakefield, West Yorkshire, WF2 9JFShifts: Part time 24 hours per week (Monday to Sunday on a rota basis)Pay Rate: £12.44 per hourSponsorship: This service does not provide support for visa sponsorshipsWhy come join our team?We go beyond expectations for our colleagues as well as the people we support. Our reward package includes much more...


  • Wakefield, United Kingdom National Institute of TeachingDoncaster Full time

    Salary:£27,711 per annum (plus London weighting if applicable) + benefitsJob type:Full Time, PermanentApply by:2 February 2025Job overviewAbout UsThe National Institute of Teaching (NIoT) has an unswerving commitment to high quality, evidence-informed teacher education, and is on a mission to improve the quality of teacher and leader development across the...

  • Team Leader

    6 days ago


    Wakefield, United Kingdom Turning Point Full time

    Job Introduction Here in Wakefield, we are proud that Turning Point have provided the Adult Drug Treatment Services for more than 40 years and we are currently recruiting for an experienced manager to join our team. The post is working in our Wakefield Inspiring Recovery CDT Service as a Team Leader where you’ll have the chance to make a real difference...

  • Team Leader

    6 days ago


    Wakefield, United Kingdom Turning Point Full time

    Job Introduction Here in Wakefield, we are proud that Turning Point have provided the Adult Drug Treatment Services for more than 40 years and we are currently recruiting for an experienced manager to join our team....

  • Team Leader

    6 days ago


    Wakefield, United Kingdom Turning Point Full time

    Job Introduction Here in Wakefield, we are proud that Turning Point have provided the Adult Drug Treatment Services for more than 40 years and we are currently recruiting for an experienced manager to join our team.  The post is working in our Wakefield Inspiring Recovery CDT Service as a Team Leader where you’ll have the...


  • Wakefield, United Kingdom National Institute of TeachingRedcar Full time

    Salary:£27,711 per annum (plus London weighting if applicable) + benefitsJob type:Full Time, PermanentApply by:2 February 2025Job overviewAbout UsThe National Institute of Teaching (NIoT) has an unswerving commitment to high quality, evidence-informed teacher education, and is on a mission to improve the quality of teacher and leader development across the...


  • Wakefield, United Kingdom National Institute of TeachingLiverpool Full time

    Salary:£27,711 per annum (plus London weighting if applicable) + benefitsJob type:Full Time, PermanentApply by:2 February 2025Job overviewAbout UsThe National Institute of Teaching (NIoT) has an unswerving commitment to high quality, evidence-informed teacher education, and is on a mission to improve the quality of teacher and leader development across the...


  • Wakefield, United Kingdom Leader Recruitment Group Full time

    Job Title: SEND EYFS Teaching AssistantLocation: Wakefield, West YorkshireContract Type: Long-term role starting in April until the end of the academic yearLeader Education is seeking a compassionate and dedicated SEND EYFS Teaching Assistant to join a specialist setting supporting children aged 2-4 years. The children in this provision may have medical...


  • Wakefield, United Kingdom Leader Recruitment Group Full time

    Job Title: SEND Teaching Assistant (Moving & Handling)Location: Wakefield, West YorkshireContract Type: Long-term role with potential to go permanentLeader Education is seeking a skilled and compassionate SEND Teaching Assistant with Moving & Handling training to join a specialist provision supporting children and young people aged 11-19 with complex and...


  • Wakefield, United Kingdom West Yorkshire Police Full time

    THE FOLLOWING VACANCY HAS BEEN ADVERTISED AT RISK POLICE STAFF ONLYIT Training Team LeaderPeople & L&ODCarr Gate, Wakefield1 Permanent full-time post£38,754 - £40,893Applications are invited for the role of IT Training Team Leader within the Learning and Development Centre, at Carr Gate. We are looking for an enthusiastic and motivated individual who has a...

IFA Administration Team Leader

1 month ago


Wakefield, United Kingdom Lime People Search & Select Ltd Full time

My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.

We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.

Specifically you'll be responsible for:

* Leading the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team members

* Leading the recruitment and onboarding process and conducting performance reviews and appraisals in line with company objectives

* Using a Diary Management System to allocate and track incoming work across the Administration teams

* Liaising with advisors throughout the advice process and supporting the production of portfolio and fund analysis reports for advisor / client meetings

* Using platforms and liaising with product providers to obtain information about existing and potential investments, including the coordination of training on new products

* Assisting the compliance officer to ensure compliance standards are met throughout the financial services department

* Supporting the directors with project work in relation to improvements in business operations

* Suggesting and Implementing improvements in business systems and processes, operational efficiency and team development

We would be seeking a candidate who has some Management or Team Leading experience coming from the Financial Services industry, ideally from within an Independent Financial Advisory sector, with a proven track record of managing a team and evidence of team development and progression. You will have a good understanding of the Financial Advice sales process, business submission process and the commissions and fee payment process. It would be to your advantage if you have knowledge of Intelligent Office and / or been involved with systems migrations / upgrades. It would also be to your advantage if you have any additional Financial Services qualifications such as working towards or achieved a Level 4 Diploma in Financial Planning.

A great salary is offered with this 1 year fixed term contract position, with a good Bonus to be paid at the end of the contract, with the possibility of it being extended or being made permanent