Financial Services Team Lead

2 days 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. This will be an office-based position, working in Wokingham. We are looking for candidates who 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;

This role is ideal for someone who is flexible and can effectively communicate with their team. If you have a strong background in administration and are looking for a new challenge, please get in touch.

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