IFA Administration Manager
- Employer
- Artemis Recruitment Consultants
- Location
- Woosehill, Wokingham, United Kingdom
- Salary
- Competitive Salary
- Closing date
- Oct 17, 2024
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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:
Knowledge, experience and skills:
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
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