Ifa Team Leader

2 months ago


Northampton, United Kingdom Ortus PSR Full time

A fully independent integrated financial advice, investment management, and stockbroking firm, and the wealth management firm is expanding. A unique opportunity for a talented IFA Team Leader to join this IFA firm has arisen to lead the Administration team to deliver exceptional service.

The successfully appointed person to the position of IFA Admin Team Leader will be offered a competitive salary package, dependent upon experience and qualifications, typically between £26,500 and £29,000.

You will be responsible for the day-to-day oversight and management of the Administration team, ensuring that the department runs smoothly and delivers outstanding service. You will be the first point of contact for queries from administrators, advisers, and other staff members, troubleshooting issues within the department and ensuring that these are dealt with in a timely and effective manner. Additionally, you will assess the department’s workload and capacity, prioritising and reallocating work as required to ensure that the team delivers an excellent service to advisers and clients.

Key Skills and Experience:
Experience in an administration role within the financial services industry, ideally within an IFA

Experience leading or managing a team.

A good knowledge and understanding of a wide range of financial products.

This is an excellent opportunity for a talented and experienced IFA Team Leader looking to lead an Administration team within a growing and dynamic financial planning firm. If you meet the requirements for this position, we would love to hear from you.


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