Team Leader - Bristol, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Bristol, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

A boutique IFA practice in Bristol City Centre are hiring for a Team Leader/Business Implementation Manager

Are you a Senior Administrator or a Paraplanner craving more managerial responsibility?Or are you already running an Admin team within Wealth Management and looking for a new opportunity?

Leading a team of3 (1 Paraplanner and 2 Administrators) this is a business critical position offering responsibility and autonomy, with the opportunity to progress with the business during a key period of growth.

Responsibilities:

Monitor and organize the work flow within the department on a daily basis
Check communications/documentation for accuracy before dispatch to clients
Answer queries from the team and c ommunicate with clients on a regular basis
Ensure that all processes within the implementation team are being followed compliantly
Supervise and provide technical support to the team, dealing with complex cases when required
Developing and maintaining good working relationships with theManagement Team

Skills:

A good level of experience in an administration role within the financial services industry, ideally within an IFA
Experience of leading or managing a team
Certificate in Financial Planning or an equivalent Financial Services qualification is desirable

Benefits

Salary £35,000
25 days holiday plus bank holidays (additional days with service) with extra leave over Christmas
Company Pension scheme, employer matched contributions up to 5%
Professional exam support
Life assurance scheme