Financial Services Team Leader

2 weeks ago


Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
IFA Administration Manager - Wokingham

We are working with a well-established IFA firm near Wokingham that is looking to take on a new Administration Team Leader. The ideal candidate will have previous experience working within the Financial Services industry as either an administrator or team leader.

Key Responsibilities:
  • Provide technical support and training to new/junior staff joining the practice;
  • Process applications accurately and record the required management information;
  • Manage client accounts and relationships effectively;
  • Develop and maintain client management systems such as Intelligent Office;
  • Provide excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
  • Manage and maintain Microsoft Office (Outlook, Word, PowerPoint, Excel) applications;
  • Be open to change with a creative approach to problem solving;

This will be an office-based position, working in Wokingham. The successful candidate will be flexible and able to effectively communicate with their team.



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