Senior Ifa Administrator with Supervisory

2 months ago


Exeter, United Kingdom Reed Insurance Full time

My client is a recognised regional based IFA firm that is actively growing, based in Exeter who seek to add to their IFA support team.

If you have relevant experience and looking for a role that will allow leadership duties and growth, then this could be an ideal opportunity for you.

A competitive salary can be offered plus fantastic array of benefits including 5% of salary to bonus and in a business that is growing so genuine opportunities' to progress.

Duties

1. To continue to provide excellence in delivery as an Administrator, with all duties included in the Administrator job specification PLUS
2. To be responsible for a team of Administrators including day to day queries
3. To oversee, coordinate and manage workflows and quality of output for the team, reporting back to Head of Client Services - Administration.
4. Organise Administration support cover within the team for absence and holiday
5. Ongoing mentoring, support, and training of Administrators in the team, to include supporting Head of Administration with delivering training programme of new starters
6. To assist as required in reviewing, enhancing, and streamlining of Administration processes, systems, and procedures to increase efficiency in the team
7. To assist with any ad hoc projects delegated by Head of Client Services - Administration.

Experience required
- Have achieved or working towards relevant industry qualifications i.e. Level 4 Financial Planning Diploma
- The role will require the senior admin to personally complete administration duties, alongside the day-to-day oversight of the team, so relevant experience is required.



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