Senior Financial Services Administrator

3 days ago


Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full time
Job Title: Senior IFA Administrator Leader

We are seeking an experienced Senior IFA Administrator / Team Leader to oversee a multi-functional team dealing with Administration, Valuations, Anti-money Laundering and other office duties as required by management or the Advice teams.

Key Responsibilities:
  • Supervise the financial services administration team, monitoring its effectiveness and identifying improvements.
  • Maintain, document and implement new office processes as appropriate.
  • Develop and maintain effective working relationships with clients, colleagues and management.
  • Prepare portfolio and analysis reports for advisors prior to client meetings.
  • Deal with platforms and product providers to obtain information about existing and potential investments.
  • Prioritize workload effectively and allocate work to support staff to ensure efficient and smooth running of the business and the even distribution of work.
  • Monitor the work of staff and identify training needs to minimize error rates and promote a quality-assured service.
  • Set clear performance objectives and competency standards for staff and objectively appraise their performance each quarter.
  • Provide objective and constructive feedback to staff to enable them to develop and deal promptly and fairly with poor performance.

About Us: Lime People Search & Select Ltd is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to individuals and businesses in the Yorkshire area.



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