Job Description

Description

At TFAS Wealth, we pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. TFAS Wealth is committed to offering a holistic approach to our client's financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible.



The Administrator will be responsible for being the lead point of contact for the Administration Team, ensuring that Service Level Agreements are met at a high level and that a client centric approach is taken in all communication and interactions with clients. The successful candidate will understand and appreciate the importance of relationship building and will have exceptional drive and determination as well as being methodical and hard working. The role will include 'leading from the front' and the candidate should have the knowledge and ability to complete administrative tasks in support of the advice operation and to train and mentor other members of the team as required. Candidates will have impeccable written communication skills, very good attention to detail and a strong ability to multi-task and prioritise workload.37.5 hours per week Monday to Friday - standard working hours 09:00 - 17:30 (16:00 Friday Finish)

Key Responsibilities

Team Leadership:

Being a leader within the team, promoting a culture of collaboration, efficiency, and continuous improvement to achieve business targets.

Performance Monitoring:

Monitoring performance metrics to assess and improve operational effectiveness.

Problem Resolution:

Addressing operational challenges promptly, providing solutions, and fostering a proactive problem-solving environment.

Stay Informed:

Keep abreast of new product, technical, and legislative changes within the marketplace to ensure up-to-date knowledge.

Documentation Accuracy:

Complete all documentation with precision and accuracy.

Performance Standards:

Maintain performance standards in accordance with Service Level Agreements.

Mentorship and Training:

Provide mentorship and training to the Administration Team, contributing to the development of their skills and knowledge.

Communication and Collaboration:

Facilitating effective communication and collaboration between different departments to ensure seamless coordination and information flow.

Regulatory Compliance:

Ensuring strict adherence to regulatory requirements and standards.

Skills, Knowledge and Expertise

Qualifications

Desirable: Chartered Insurance Institute or equivalent qualifications are highly desirable at diploma or advanced diploma level.

Experience

Essential:

Financial services experience.
Strong understanding of financial products, regulations, and market dynamics.
Implementation of pension applications and transactions

Desirable:

Experience in technical training of a Financial Services administration team and creating efficiencies using systems and processes.
Familiarity with major providers such as Aviva, Fidelity, L&G, Aegon, Standard Life and Prudential - to name a few.

Skills

Strong communication skills Strong attention to detail Excellent interpersonal skills Excellent time management and organisation skills Ability to act professionally, with an enthusiastic and positive attitude. Show determination, the ability to self-motivate and influencing skills. Commercial awareness. Technological Proficiency

Behaviours

Our Company Behaviours are central to our culture and pivotal to our success. We're not just looking for employees; we're looking for individuals who embody our values and want to contribute to our shared mission.

Open

- Relate and communicate with others, adapting your style to everyone.

Positive

- Being optimistic and encouraging a positive mindset.

Professional

- Exhibiting a courteous, conscientious, and business like manner.

Leadership

- Drive the company vision and positively influence those around you.

Cooperative

- Work together and support each other to learn and grow.

People Focused

- Delivering the best service and adding value to our clients

What We Offer You...

25 days annual leave (Pro-Rated) plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days) 4pm Finish on a Friday 5% Employer pension contribution Access to our Employee Assistance Programme with Health Assured Opportunities for continuous professional development. Regular social events throughout the year Free mortgage advice 4x Death in Service Cover

About TFAS Wealth Ltd

TFAS Wealth offers independent, conveniently remote financial advice to clients across the UK. Our aim is to help our clients take control of their financial future and ultimately gain peace of mind through a trust-based professional relationship. Understanding our clients' financial aims and aspirations and preparing detailed professional recommendations allows our clients to have a deeper understanding of the potential future value of their assets with consideration for the balance of risk and return.

Our Investment Committee selects and monitors tailored products and services from a wide range of leading financial providers derived from a whole of market, independent proposition and ensuring our recommendations deliver tailored portfolios aligned with our clients' needs and objectives.

Our advisers and support team are experienced, highly qualified and committed to delivering a professional and value-adding service. Our focus is on helping our clients to achieve their immediate and long-term financial planning objectives through a high standard and convenient service.

TFAS Wealth is part of the TFAS Enterprises Group of companies, supporting the wider team with digital marketing expertise that helps consumers to reach suitable financial advisers and providing robust compliance oversight of all regulated activity within the Group.


TFAS Wealth Ltd is authorised and regulated by the Financial Conduct Authority (reference number 968148).