Type of Position: IFA Administration Manager - Wokingham
Pay: £35k - £50k
IFA Administration Manager - Wokingham
We are working with a well-established IFA firm near Wokingham that is looking to take on a new Administration Team Leader. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excellent problem-solving skills and be able to prioritise your workload whilst working independently or as part of the team.
This will be an office-based position, working in Wokingham. We are looking for candidates who have previous experience working within the Financial Services industry as either an administrator or team leader.
Responsibilities:
1. Provide high level technical and administrative support to the Advisers/Practice Manager;
2. Deal effectively with queries from clients and other parties through effective communication;
3. Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate;
4. Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes;
5. Provide technical support and training to new/junior staff joining the practice;
6. Manage holiday bookings for team members;
7. Ensure that files are complete with all required client identification documentation and necessary application forms;
8. Process applications accurately and record the required management information;
9. Progress complex applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
Knowledge, experience and skills:
1. Senior administration experience of working within an IFA Firm or investment/wealth management environment;
2. Experience of managing workflow, systems and procedures;
3. Knowledge of relevant regulation and legislation;
4. Experience of client management systems such as Intelligent Office;
5. Experience of managing client accounts and relationships;
6. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
7. Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
8. Strong attention to detail;
9. Manages time effectively with the ability to multi-task;
10. Keeps calm when faced with conflicting demands and handles these effectively;
11. Demonstrates a positive attitude at all times;
12. Works well on own tasks as well as on shared goals as part of a team;
13. Open to change with a creative approach to problem solving;
14. Professional and confident in dealing with people, working with total discretion at all times.
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