Current jobs related to Ifa Administration Team Leader - Milton Keynes - Coast Specialist Recruitment

  • IFA Administrator

    3 months ago


    Milton Keynes, United Kingdom Finlink Ltd Full time

    IFA Administrator Up to £35,000 Office based role This role is best suited to those with IFA Administration experience. While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor. The firm are offering a salary of up to £35,000. The business...

  • Ifa Administrator

    3 months ago


    Milton Keynes, United Kingdom Capio Recruitment Full time

    **Job Title: IFA Administrator** **Salary: £23,000 - £30,000** **Location: Milton Keynes** A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas. This firm advise on Pensions, Investments,...

  • Senior Administrator

    3 months ago


    Milton Keynes, United Kingdom Carlton Mays Full time

    An excellent opportunity has arisen to join a firm of Independent Financial Advisers at their office in Milton Keynes as a Senior Administrator / Team Leader The ideal applicant will have previous experience within a whole of market Advisers with a broad knowledge of both the financial services industry and administration - Responsibilities: - Provide...


  • Milton Keynes, United Kingdom MI Search Ltd Full time

    This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Milton Keynes. In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new...

  • IFA Administrator

    2 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: IFA Administrator Salary: £25,000 - £30,000 Location: Milton Keynes A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in providing a tailored solution to their clientele across a range of advice areas. This firm advises on Pensions, Investments, Protection,...

  • IFA Administrator

    2 weeks ago


    Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: IFA Administrator Salary: £25,000 - £30,000 Location: Milton Keynes A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in providing a tailored solution to their clientele across a range of advice areas. This firm advises on Pensions, Investments, Protection,...

  • IFA Administrator

    4 months ago


    Milton Keynes, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator. Key Responsibilities:- New business processing Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly Involvement in pension transfer work and...


  • Milton Keynes, United Kingdom Heat Recruitment Ltd Full time

    Are you an experienced Financial Planning Administrator looking to pursue a new opportunity? We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business. This Savings and Investments firm prides itself on a strong values-focused work culture that...


  • Milton Keynes, United Kingdom Heat Recruitment Ltd Full time

    Are you an experienced Financial Planning Administrator looking to pursue a new opportunity?We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business.This Savings and Investments firm prides itself on a strong values-focused work culture that...


  • Milton Keynes, United Kingdom Heat Recruitment Full time

    Are you an experienced Financial Planning Administrator looking to pursue a new opportunity? We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business.This Savings and Investments firm prides itself on a strong values-focused work culture that...


  • Milton Keynes, United Kingdom Capio Recruitment Full time

    **Job Title: Paraplanning Team Leader** **Salary: £35,000 - £45,000** **Location: Milton Keynes** An Independent Financial Planning firm with a fantastic reputation in offering a comprehensive financial advice service including, Pensions, Investment and IHT services are on the lookout for a Paraplanner to join their growing team. They have a good...


  • Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full time

    IFA Administrator Job OpportunityCapio Recruitment Financial Planning is seeking a skilled IFA Administrator to join their team in Milton Keynes. As an IFA Administrator, you will play a vital role in supporting the firm's paraplanners and financial planners with administrative duties, ensuring a high-quality service to clients.Key Responsibilities:Process...


  • Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full time

    IFA Administrator Job OpportunityCapio Recruitment Financial Planning is seeking a skilled IFA Administrator to join their team in Milton Keynes. As an IFA Administrator, you will play a vital role in supporting the firm's paraplanners and financial planners with administrative duties, ensuring a high-quality service to clients.Key Responsibilities:Process...

  • Team Leader

    1 month ago


    Milton Keynes, Milton Keynes, United Kingdom Escape Hunt Full time

    Embark on a Journey with Escape HuntAre you prepared to immerse yourself in fantastical realms, from the enchanting world of Alice in Wonderland to the adventurous seas with pirates, and even the mythical city of Atlantis? Escape Hunt is on the lookout for a dynamic and enthusiastic Team Leader who is ready to embark on their management journey and assist in...

  • Team Leader

    1 month ago


    Milton Keynes, Milton Keynes, United Kingdom Escape Hunt Full time

    Embark on a Journey with Escape HuntAre you prepared to immerse yourself in captivating adventures, from the enchanting realms of fantasy to thrilling quests on the high seas? Escape Hunt is on the lookout for a dynamic and motivated Team Leader who is eager to embark on their management journey and assist in bringing these remarkable experiences to life...

  • Pension Administrator

    1 month ago


    Milton Keynes, United Kingdom E-Fab Recruitment Full time

    Our Milton Keynes based client is looking to recruit two Pension Administrators, one to work within their SIPP team (Self Invested Personal Pensions) and the other in their Workplace team. DUTIES & RESPONSIBILITIES The role holder will work as part of the administration team and fulfil a specific administration role which will be task oriented, carrying...

  • Team Leader

    1 month ago


    Milton Keynes, Milton Keynes, United Kingdom Escape Hunt Full time

    Embark on a Journey with Escape HuntAre you prepared to immerse yourself in a world of imagination, from the enchanting realms of fairy tales to the thrilling escapades of pirates? Escape Hunt is on the lookout for a dynamic and enthusiastic Team Leader who is eager to embark on their management journey and help transform these unique experiences into...

  • ACT Team Leader

    1 month ago


    Milton Keynes, United Kingdom Wates Full time

    We have an exciting opportunity for an Assurance Compliance Tool (ACT) Team Leader to join Wates with our Wates Property Services Facilities Management team in Milton Keynes.  ACT is our bespoke software tool.The ACT Team Leader will be the first point of escalation for the ACT Administrators and associated clients. As a Team Leader you will help to manage...

  • Team Leader

    1 month ago


    Milton Keynes, Milton Keynes, United Kingdom Escape Hunt Full time

    Join the Excitement at Escape HuntAre you prepared to embark on an exhilarating journey through imaginative realms, from the enchanting world of Alice in Wonderland to the adventurous high seas with pirates? Escape Hunt is on the lookout for a motivated and confident Team Leader ready to step into a management role and assist in bringing these unique...

  • Team Leader

    1 month ago


    Milton Keynes, Milton Keynes, United Kingdom Escape Hunt Full time

    Embark on a Journey with Escape HuntAre you prepared to immerse yourself in captivating adventures, from the Wild West to the enchanting realms of Alice in Wonderland, sailing with pirates, discovering the mythical city of Atlantis, and exploring the marvels of virtual reality?Escape Hunt is on the lookout for a motivated and enthusiastic Team Leader who is...

Ifa Administration Team Leader

4 months ago


Milton Keynes, United Kingdom Coast Specialist Recruitment Full time

A great new opportunity have arisen for Administrator team leader to join an exciting Practice ( on a full time basis).

Key Responsibilities:

- 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 - be invited to input into manager meetings maybe once a month
- 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 - team members
- Advisers
- Senior Management/Partners
- 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

Interviews available immediately