Ifa Admin - Leicester, United Kingdom - Clever-HR

Clever-HR
Clever-HR
Verified Company
Leicester, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

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 34+ 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
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