Ifa Admin Team Leader - Milton Keynes, United Kingdom - Nelson Scott LLP

Nelson Scott LLP
Nelson Scott LLP
Verified Company
Milton Keynes, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Daily management of workload

  • Process new business
  • Manage resources within the team and ask for help when required from other team leaders/managers
  • Manage accuracy and efficiency levels within the team
  • Conduct regular team meetings and upward communication to Managers
  • Identify training needs and deliver ongoing training where required, or organise with other staff members
  • Provide regular MI for managerial purposes
  • Ensure agreed timescales for tasks are met
  • Delegate tasks and ensure tasks are completed
  • Assist Office Manager/HR in interview process
  • Competency to review and improve procedures and processes; systems and controls
  • Identify and solve problems within the team
  • Communicate clearly and positively with all personnel
  • Relay vision of company to the team in a way they understand
  • Ensure open communication lines at all times
  • Lead by example set positive examples, have high work ethic and be positive
  • Consider solutions before upward communication to Managers
  • Deliver industry competence and knowledge levels
  • Accountability
  • Flexibility in working
  • Communicate to the management, the needs of the team
  • Build cohesion within the team
  • Quality and control measures
  • Be the first in line to deal with issues and queries within the team and seek support from management where needed
  • Work with management to ensure that team members feel supported
  • Manage tax year end sensitive business
  • Upskill members of the team
  • Take proactive approach towards Project Work ensuring completion in a timely manner
  • Team leader does not have to do all this, but are responsible for getting the required results
  • Ensure all work conducted within a timely, compliant manner and to the firms standards

Systems:

  • Competent with:
  • Outlook, Word, Excel, Powerpoint to intermediate level
  • Ideally competent with Intelligent Office or similar Client Management System
  • Working knowledge of platforms, ideally Quilter, Aviva, Ascentric, Aegon ARC

Personal Specifications:

  • 35 years industry experience preferred
  • Confident, lateral thinker
  • Calm, well organised and professional with ability to multitask
  • Be able to lead by example
  • Take accountability whilst being flexible in approach and focused on Customer delivery to a high standard
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