Ifa Admin Team Leader - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

plus super benefits and wonderful team

My Client is a boutique independent wealth management firm based in the City and now due their success and organic growth are looking to recruit an experienced senior IFA administrator to take on the challenges as Team leader of the team who really enjoysbeing the 'go to' person also retaining the more complex clients.

Opportunity Highlights

You will be responsible for managing the workflow, improving internal processes, implementing fresh ideas into the business whilst producing annual reviews.
Onboarding new Clients, liaising with Product Providers, 3rd parties and ensuring compliance
Taking responsibility for technical complex cases
Advisers focus across pensions, investments, and protection
Excellent opportunity to develop your people management skills further working with a talented team
Amazing company culture encouraging personal career development
Current IFA Admin skills and evidence of people management required
Hybrid working2 days in the office