Ifa Admin

**A new and exciting role in a very well-established firm of independent Financial Advisers who hold an excellent reputation within the industry.**

Your priority will be to ensure your team supports the Financial Advisers to provide excellent customer outcomes and achieve this by improving processes and procedures and improving staff performance.

**Daily you will be responsible for**:

- Team leader of Administrators and Paraplanners, which will involve conducting 121's and implementing new processes and procedures.
- Develop MI for the senior management team in line with regulatory requirements
- To ensure that practical and operational aspects of the business are properly attended to in a timely and pragmatic manner.
- To provide an efficient and timely HR service to the senior management team to ensure staffing is aligned with the key aims of the organisation.
- Handle client day to day queries to ensure they are dealt with efficiently and in a timely manner.
- To establish and maintain robust procedures for the retention, protection, retrieval, transfer and disposal of in line with legislative requirements.

**Essential skills**:

- At least 3-4+ years’ experience within the independent sector of the financial services industry, in a relevant team leader role.
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts, and protection.
- Demonstrable experience in delivering client service at the highest level
- Excellent IT skills with excellent working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances to effectively carry out the role
- Strong work ethic with the ability to take initiative and the desire to proactively seek out work
- Ability to work under pressure and to agreed deadlines

**Desirable skills**:

- Experience in using Xplan or equivalent system.
- Relevant industry qualifications will be an advantage.
- Knowledge of Esoteric products

**Benefits**
- Free parking available on site
- Flexible working
- Group life scheme
- 25 days holiday (plus bank holidays) which increases with length of service
- 4% pension where company matches pension up to 6%
- Competitive salary