My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.
We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.
Specifically you'll be responsible for:
* Leading the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team members
* Leading the recruitment and onboarding process and conducting performance reviews and appraisals in line with company objectives
* Using a Diary Management System to allocate and track incoming work across the Administration teams
* Liaising with advisors throughout the advice process and supporting the production of portfolio and fund analysis reports for advisor / client meetings
* Using platforms and liaising with product providers to obtain information about existing and potential investments, including the coordination of training on new products
* Assisting the compliance officer to ensure compliance standards are met throughout the financial services department
* Supporting the directors with proj...