Administrator/team Leader - Milton Keynes, United Kingdom - James Phillip Financial Recruitment

James Phillip Financial Recruitment

Verified Company

Milton Keynes, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

James Phillip Financial Recruitment are working with a local successful brokerage, expanding through growth.

They are now looking for a Team leader to look after their IFA sales support staff.

The responsibilities of the post are broad and of course 'mucking in' where required.

The role would involve:

Manage a small team of administrators with associated activity including distribution/allocation of work, training, office supplies, managing holiday/sickness records etc
Act in a professional manner with staff, business associates and clients
Build excellent working relationships with company staff
Build rapport with existing and prospective clients
Keep abreast of changes to and comply with relevant Financial Conduct Authority regulations
Liaison with product providers, consultants and clients and handling all on going servicing queries
Establishing and maintaining files and records data management to operate the company's CRM and workflow management (WFM) systems
Strive to ensure the completeness and accuracy of data added to the CRM systems
Attend training and development courses deemed appropriate by the Director including training relating to any CRM software, and the compliance requirements of the FCA

About you:

The ability to develop rapport with the staff, existing and potential clients, in person and on the telephone
The ability to work effectively as part of a team
Attention to detail and an appreciation of the importance of data accuracy
Ease with the practicalities of managing a paperless office (target aim of company)
Appropriate Professional Qualifications within Financial Services.

Role will suit a Senior IFA sales support current office manager for an IFA brokerage

Job Types:
Full-time, Permanent

Salary:
£32,000.00-£37,000.00 per year

Benefits: