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Ifa Admin Team Leader

3 weeks ago

London, United Kingdom Financial Divisions Full time

My Client is a boutique independent wealth management firm based in the City and now due their success and organic growth are looking to recruit an experienced senior IFA administrator to take on the challenges as Team leader of the team.

Opportunity Highlights
- You will be responsible for managing the workflow, improving internal processes, implementing fresh ideas into the business whilst producing annual reviews.
- Onboarding new Clients, liaising with Product Providers, 3rd parties and ensuring compliance
- Taking responsibility for technical complex cases
- Advisers focus across pensions, investments, and protection
- Excellent opportunity to develop your people management skills further working with a talented team
- Amazing company culture encouraging personal career development
- Current IFA Admin skills and evidence of people management required
- Hybrid working-2 days in the office

To discuss this opportunity in more detail please either call Camilla Howden at Financial Divisions.