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Senior Financial Services Manager
2 months ago
Lime People Search & Select Ltd is seeking an experienced Administration Team Lead to join our team. As a key member of our administration function, you will be responsible for leading the day-to-day activities of the team, training and motivating staff to achieve objectives, and promoting a healthy and safe work environment.
Key Responsibilities:- Lead the recruitment and onboarding process, conducting performance reviews and appraisals in line with company objectives
- Use a Diary Management System to allocate and track incoming work across the administration teams
- Liaise with advisors throughout the advice process, supporting the production of portfolio and fund analysis reports for advisor/client meetings
- Assist the compliance officer to ensure compliance standards are met throughout the financial services department
- Support the directors with project work in relation to improvements in business operations
- Suggest and implement improvements in business systems and processes, operational efficiency, and team development
We are looking for a candidate with management or team leading experience from the financial services industry, ideally from an independent financial advisory sector. You will have a good understanding of the financial advice sales process, business submission process, and commissions and fee payment process. Knowledge of Intelligent Office and/or experience with systems migrations/upgrades is a plus. A Level 4 Diploma in Financial Planning is also desirable.
A competitive salary and bonus structure are offered for this 1-year fixed-term contract position, with the possibility of extension or permanent employment.
