Financial Services Team Manager

1 month ago


Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

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;
    1. Senior administration experience of working within an IFA Firm or investment/wealth management environment;
    2. Experience of client management systems such as Intelligent Office;
    3. Experience of managing client accounts and relationships;
    4. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
    5. Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
    6. 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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