Job Description

Are you an experienced IFA Administrator looking for a new role?


Do you want to work with an award-winning team?


You will have full line management responsibility for your team. You will ensure that all client correspondence and business processing is completed to a high quality and in a timely manner by demonstrating effective delegation and work-flow management within your team of CDAs.

Responsibilities

Full line management responsibility of the CDAs; Monthly 121s, ongoing performance and behaviour management Appraisals, salary reviews and objective setting Holiday requests, sickness/absence plus Day-to-day HR queries Effective workflow management within your team through task assignment and delegation Develop and maintain effective relationships with key stakeholders including colleagues and third parties. Effective management oversight ensuring that financial transactions are completed correctly, and files are fully FCA compliant Ongoing monitoring and oversight of workflow for your team and working with your fellow Team Leaders to help keep work evenly distributed Build and maintain a strong relationship with the CRM team to ensure communication is to the highest level and work is prioritised in line with Adviser & Client needs. Complex technical new business processing i.e. Defined Benefit transfers, specialised investments or Family Office support on an ad-hoc basis Ability to take on cases or tasks in periods of high volume or limited team capacity Develop and maintain effective relationships with clients, colleagues and third parties Ensuring data in Curo is continually maintained on behalf of your team to help produce accurate MI for the business Presenting at team meetings as appropriate Communication of Management Information (MI) and forecasting Assisting with the recruitment and interview process for new starters

Benefits

Company discretionary bonus scheme; Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm - 1 hour for lunch; 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period; Private Healthcare; Group Income Protection; Life Assurance; Eye Care Scheme; Wellbeing programme; Bike to Work Scheme; Full support with professional qualifications;

after qualifying period

Knowledge, Skills and Experience

Ability to work under pressure and multi-task on a day-to-day basis Ideally experience within a Team Leader or Senior CDA role Working to deadlines and meeting high targets Confident in managing relationships with both advisers and your team Ability to delegate and workflow mange within your team Excellent people and communication skills Ability to prioritise your teams work to meet Service Level Agreements (SLA) * Building strong and effective working relationships with other teams in the business