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Ifa Admin Team Leader

3 months ago

Milton Keynes, United Kingdom Nelson Scott LLP Full time

Daily management of workload
- Process new business
- Manage resources within the team and ask for help when required from other team leaders/managers
- Manage accuracy and efficiency levels within the team
- Conduct regular team meetings and upward communication to Managers
- Identify training needs and deliver ongoing training where required, or organise with other staff members
- Provide regular MI for managerial purposes
- Ensure agreed timescales for tasks are met
- Delegate tasks and ensure tasks are completed
- Assist Office Manager/HR in interview process
- Competency to review and improve procedures and processes; systems and controls
- Identify and solve problems within the team
- Communicate clearly and positively with all personnel
- Relay vision of company to the team in a way they understand
- Ensure open communication lines at all times
- Lead by example - set positive examples, have high work ethic and be positive
- Consider solutions before upward communication to Managers
- Deliver industry competence and knowledge levels
- Accountability
- Flexibility in working
- Communicate to the management, the needs of the team
- Build cohesion within the team
- Quality and control measures
- Be the first in line to deal with issues and queries within the team and seek support from management where needed
- Work with management to ensure that team members feel supported
- Manage tax year end sensitive business
- Upskill members of the team
- Take pro-active approach towards Project Work ensuring completion in a timely manner
- Team leader does not have to do all this, but are responsible for getting the required results
- Ensure all work conducted within a timely, compliant manner and to the firms standards

Systems:

- Competent with:

- Outlook, Word, Excel, Powerpoint to intermediate level
- Ideally competent with Intelligent Office or similar Client Management System
- Working knowledge of platforms, ideally Quilter, Aviva, Ascentric, Aegon ARC

Personal Specifications:

- 3-5 years industry experience preferred
- Confident, lateral thinker
- Calm, well organised and professional with ability to multi-task
- Be able to lead by example
- Take accountability whilst being flexible in approach and focused on Customer delivery to a high standard