Skip to main content

This job has expired

IFA Administration Manager

Employer
Artemis Recruitment Consultants
Location
Woosehill, Wokingham, United Kingdom
Salary
Competitive Salary
Closing date
Oct 17, 2024
View more categoriesView less categories
Job Role
Manager
Sector
Finance
Contract Type
Permanent
Hours
Full Time
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 who is very experienced in a similar type of role, flexible, and can effectively communicate with their team. You will need to have excellent problem-solving skills and be able to prioritise your workload while working independently or as part of the team.

This will be an office-based position in Wokingham. We are looking for candidates with previous experience as either administrators or team leaders within the financial services industry.

Administration Manager

Responsibilities:

  • Provide high-level technical and administrative support to the Advisers/Practice Manager;
  • Deal effectively with queries from clients and other parties through effective communication;
  • Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate;
  • Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes;
  • Provide technical support and training to new/junior staff joining the practice;
  • Manage holiday bookings for team members;
  • Deal effectively with queries from clients and other parties through effective communication;
  • Ensure that files are complete with all required client identification documentation and necessary application forms;
  • Process applications accurately and record the required management information;
  • Progress complex applications with product providers, advisers, clients, and other third parties to ensure that each case is completed in a timely manner;

Knowledge, experience and skills:
  • Senior administration experience of working within an IFA Firm or investment/wealth management environment practice;
  • Experience in managing workflow, systems and procedures;
  • Knowledge of relevant regulations and legislation.
  • Experience with client management systems such as Intelligent Office.
  • Experience in managing client accounts and relationships;
  • Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
  • Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
  • Strong attention to detail;
  • Manages time effectively with the ability to multi-task;
  • Keeps calm when faced with conflicting demands and handles these effectively;
  • Demonstrates a positive attitude at all times;
  • Works well on own tasks as well as on shared goals as part of a team;
  • Open to change with a creative approach to problem-solving.
  • Professional and confident in dealing with people, working with total discretion at all times

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert