Financial Services Team Manager
1 month ago
Artemis Recruitment Consultants Ltd is working with a well-established IFA firm near Wokingham, looking for an experienced Administration Team Leader to join their team.
We are seeking a highly skilled and flexible candidate who can effectively communicate with their team. This will be an office-based position, working in Wokingham.
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;
- Senior administration experience of working within an IFA Firm or investment/wealth management environment;
- Experience of client management systems such as Intelligent Office;
- Experience of managing client accounts and relationships;
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Open to change with a creative approach to problem solving;
Requirements:
- Administrative experience within the financial services industry;
- Strong communication and interpersonal skills;
- Ability to work effectively in a team environment;
- Knowledge of client management systems;
- Excellent time management and organisational skills.
About the Role:
This is a full-time role, offering a competitive salary of £42,000 - £55,000 per annum, depending on experience.
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