Senior Ifa Administrator - Leicester, United Kingdom - Flowers Associates

Flowers Associates

Verified Company

Leicester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Senior IFA Administrator

Location:
Leicester, LE2

Salary:
Competitive DOE, with a starting point of £26,000 per annum

Hours:
Monday - Friday 36.25 hours per week
Permanent Vacancy
Are you an experienced Pensions/Investments Administrator looking to progress up the ladder? Are you already a Team Leader looking for a new challenge within a small, professional, Investment Management business? Do you have excellent management level organisationalskills? If so, then this could be the role for you

Flowers Associates are seeking a Senior IFA Administrator who has experience of the industry and the up most integrity to join a professional, independent Investment Management company based in Leicester.

This role would suit either an experienced Pensions/InvestmentsAdministrator or Senior IFA Administrator who's ambition it is to professionally develop and drive a team of professional, independent financial advisors, administrators and paraplanners.

The Role:

The Senior IFA Administrator will take ownership of organising and managing the team of Independent Financial Advisors, Administrators and Paraplanners as well as implement and challenge processes/procedures.

The successful Team Leader will be responsible for the following duties but, not limited to:

Successfully lead the team of Financial Advisors, Administrators and Paraplanners, including but not limited to, conducting 1-2-1's and training on processes/systems
Challenge old processes and procedures as well as implement new ones where necessary
Develop and present Management Information to the Senior Management team in line with regulatory requirements
Ensure that practical and operational aspects of the business are dealt with in a timely and pragmatic manner
Provide efficient HR services to the Senior Management Team, such as the recruitment for the team
Develop and maintain the internal CRM IT system as well as train the team on how to utilise the system correctly and keep accurate records/information
Any other ad hoq duties to ensure the smooth running of the business/office and that would support/benefit the members of the Investment Management Teams.

Benefits:

Free onsite parking
Holidays: 25 days plus bank holidays, increasing by 1 day after 3, 5, 7, 10 and 15 years, each year to max 30 days holiday
4x death in service
Contribution to a group pension scheme of up to 6%
Study package available
Hybrid work from home policy, however for new recruits, the expectation is for them to work from the office full time whilst they are training