Senior Ifa Administrator with Supervisory - Exeter, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Exeter, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

My client is a recognised regional based IFA firm that is actively growing, based in Exeter who seek to add to their IFA support team.


If you have relevant experience and looking for a role that will allow leadership duties and growth, then this could be an ideal opportunity for you.


A competitive salary can be offered plus fantastic array of benefits including 5% of salary to bonus and in a business that is growing so genuine opportunities' to progress.

Duties


  • To continue to provide excellence in delivery as an Administrator, with all duties included in the Administrator job specification PLUS
  • To be responsible for a team of Administrators including day to day queries
  • To oversee, coordinate and manage workflows and quality of output for the team, reporting back to Head of Client Services - Administration.
  • Organise Administration support cover within the team for absence and holiday
  • Ongoing mentoring, support, and training of Administrators in the team, to include supporting Head of Administration with delivering training programme of new starters
  • To assist as required in reviewing, enhancing, and streamlining of Administration processes, systems, and procedures to increase efficiency in the team
  • To assist with any ad hoc projects delegated by Head of Client Services - Administration.
Experience required

  • Have achieved or working towards relevant industry qualifications i.e. Level 4 Financial Planning Diploma
  • The role will require the senior admin to personally complete administration duties, alongside the daytoday oversight of the team, so relevant experience is required.

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