Ifa Support Supervisor
3 weeks ago
A fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.
The role of IFA Support Supervisor will oversee and line manage a team of IFA Administrators to ensure timely, efficient and accurate administrative support.
This is an excellent opportunity that will offer development in team management.
About the role;
Line management of all members of the team.
To be a point of contact for clients, life offices and members of the business.
Dealing with any staffing or work-flow issues/requirements within the team, escalating to the Administration Support Manager where necessary.
Identify training needs for all team members, liaising with the Administration Support.
Manage to ensure any training requirements are met.
Ensure that the team maintains diary management systems and monitor the daily team work-flow, reallocating work to other team members where necessary.
Identify any process issues/improvements and escalate for investigation by operations department.
Ensuring that all work-flow within the team is dealt with in accordance with compliance department's guidelines.
Ensure that all administration systems are maintained, that all client data is accurate and up to date.
Ensure that the team adheres to all SLA's in relation to the support of their advisers, assisting with daily work-flow wherever necessary.
Provide coaching and support to other team members.
Providing training for team members.
Any other reasonable request made by a Director/Manager of the business.
Previous experience of supervising within a similar role in Financial Services.
Previous experience of coaching and supporting team members.
Previous experience of training staff.
Effective organisational and planning skills.
Experienced using Microsoft Word, Excel and Outlook.
Excellent interpersonal and communication skills.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
**Our Diversity, Equity and Inclusion Mission**
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
-
Independent Financial Advisor Support Supervisor
4 weeks ago
Bromsgrove, United Kingdom Bell Cornwall Recruitment Full time**Independent Financial Advisor Support Supervisor** **Bromsgrove** **Must Have Previous Financial Services Management Experience** **Shift work (8am starts or 6pm finish)** **Competitive Salary** Bell Cornwall Recruitment have a new and exciting opportunity for a IFA Support Supervisor to manage a team of 10 IFA Administrators. Roles and...
-
Ifa Administrator
2 weeks ago
Bromsgrove, United Kingdom JS Talent Recruitment Specialists Full time**IFA Administrator** JS Talent are working in partnership with a well-established, dynamic organisation based in Bromsgrove. This is an excellent opportunity to join a thriving fast-paced environment as an **IFA Administrator.** Our Client is seeking those of you who wish to grow with them as a business in their modern Bromsgrove office with **hybrid...
-
Ifa Administrator
2 weeks ago
Bromsgrove, United Kingdom AFH Financial Group Full time**IFA Administrator** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in...
-
Ifa Administrator
3 weeks ago
Bromsgrove, United Kingdom AFH Financial Group Full time**IFA Administrator** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in...
-
Ifa Administrator
2 weeks ago
Bromsgrove, United Kingdom Bell Cornwall Recruitment Full time**IFA Administrator** **Bromsgrove** **BCR/TH/10380** Are you are a hardworking individual with expert organisational skills, ability to create and develop relationships, and a keen eye for detail? **Main duties include**: - To provide efficient administrative support to a number of IFA's - To be a point of contact for clients, offices and members of...
-
Senior Ifa Administrator
2 weeks ago
Bromsgrove, United Kingdom Ortus PSR Full timeAre you ready to embark on an exciting journey with us? We are seeking talented individuals who have a thirst for knowledge and a passion for growth. Join our clients IFA administration team in their Bromsgrove office, where hybrid working options are available. This is a full-time, permanent position, offering a competitive salary and an array of fantastic...
-
Ifa Senior Administrator
2 weeks ago
Bromsgrove, United Kingdom JS Talent Recruitment Specialists Full time**IFA Senior Administrator** JS Talent are working in partnership with a well-established, dynamic organisation based in Bromsgrove. This is an excellent opportunity to join a thriving fast-paced environment as an **IFA Senior Administrator.** Our Client is seeking those of you who wish to grow with them as a business in their modern Bromsgrove office with...
-
Training & Competence Supervisor
4 weeks ago
Bromsgrove, United Kingdom AFH Financial Group Full time**Training & Competence Supervisor** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing T&C Supervision team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working...
-
Ifa Senior Administrator
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom AFH Financial Group Full timeIFA Senior AdministratorA fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.We have an exciting opportunity to join our existing Administration team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us...
-
Senior Ifa Administrator
4 weeks ago
Bromsgrove, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Bromsgrove £23000 - £26000 31/07/2023 NJR13862 DESCRIPTION Senior IFA Administrator/ Trainee Paraplanner Up to £26,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working...
-
Senior Ifa Administrator
4 weeks ago
Bromsgrove, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Bromsgrove £23000 - £26000 20/11/2023 NJR13862 DESCRIPTION Senior IFA Administrator/ Trainee Paraplanner Up to £26,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working...
-
Senior Ifa Administrator
3 weeks ago
Bromsgrove, United Kingdom NJR Recruitment Full timeSenior IFA Administrator/ Trainee Paraplanner Up to £30,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working options Social events Health Benefit scheme Annual Bonus NJR Recruitment are representing a highly regarded Market leading...
-
Senior Ifa Administrator
4 weeks ago
Bromsgrove, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** **Bromsgrove £23000 - £26000 20/11/2023 NJR13862 DESCRIPTION Senior IFA Administrator/ Trainee Paraplanner Up to £26,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working...
-
Senior Ifa Administrator
3 weeks ago
Bromsgrove, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** *** Bromsgrove £23000 - £26000 16/02/2024 NJR13862 DESCRIPTION Senior IFA Administrator/ Trainee Paraplanner Up to £26,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working...
-
IFA Administrator
1 week ago
Bromsgrove, United Kingdom Premier Jobs UK Limited Full timeThis hybrid based IFA Administrator job in Bromsgrove is an opportunity to join a respected financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...
-
Training & Competence Supervisor
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom AFH Financial Group Full timeTraining & Competence SupervisorA fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.We have an exciting opportunity to join our existing T&C Supervision team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You...
-
Executive IFA Administrator
2 weeks ago
Bromsgrove, United Kingdom AFH Wealth Management Full timeExecutive IFA Administrator AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time,...
-
Executive IFA Administrator
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full timeExecutive IFA Administrator AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time,...
-
Executive IFA Administrator
2 weeks ago
Bromsgrove, United Kingdom AFH Wealth Management Full timeExecutive IFA Administrator AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time,...
-
Senior Ifa Administrator/trainee Paraplanner
3 weeks ago
Bromsgrove, United Kingdom NJR Recruitment Full timeSenior IFA Administrator/ Trainee Paraplanner Up to £30,000 Bromsgrove 2 Days remote is available Free parking facilities available on site X4 Death In service 25 Days holiday + the option to buy and sell Exam funding Flexible working options Social events Health Benefit scheme Annual Bonus NJR Recruitment are representing a highly regarded Market leading...
