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Trainee Financial Services Manager

egrecruiting ltd
Stockton-On-Tees, County Durham, United Kingdom
Competitive Salary
Closing date
Jan 30, 2023

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Job Role
Contract Type
Full Time
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Candidate Requirements:

• Several years’ experience in a Financial Services Administration role
• Employee benefits experience is desirable, but not essential
• Able to lead and manage a small team, with proven experience
• Ability to motivate your team, develop their skills and encourage teamwork
• Nurture an environment where processes and procedures can be challenged and improved
• Excellent interpersonal and communication skills
• Excellent analytical skills and work in a structured and planned manner
• Must be confident in dealing with clients both over the telephone and face to face
• With support, reflect on work practices, identify learning and development needs and take steps to develop own knowledge and skills as required
• Positive attitude to work regularly demonstrated
• Experience of working with Intelliflo would be advantageous


• Hours Mon-Thur 9-5 (some flexibility 8-4) Friday 8-3, or part-time
• Pension (will match up to 6%)
• Critical Illness cover
• Health Cashplan
• Free parking
• Study support


We have an exciting opportunity for an ambitious individual, keen to progress their career and move into a management role. Working within a long-established IFA business, the role would suit an experienced Senior IFA Administrator, who enjoys managing and developing a team, improving efficiencies and delivering a quality service to clients. This is a newly created role where you will be trained and supported from the outset. In return, you must have a professional, confident and hard-working approach, with a real hunger and drive to develop yourself, whilst managing a small team.

Hybrid or remote working is available (with regular visits to the office) and part time hours (minimum of 3 days) would be considered for the right candidate.

Working closely with the Corporate Adviser, you will provide support to help ensure the smooth running of the department, overseeing two Corporate Administrators. You will be required to liaise with the adviser on client cases, providing research to assist in the production of recommendations. You may be required to attend client meetings and will provide back-office support by liaising with clients, administering clients plans and utilising our back-office system. You will be required to prepare suitability reports along with supporting documentation.

Responsibilities will include:

• To maintain and strengthen relationships with all corporate contacts and deal with any enquiries efficiently and in a timely manner

• To ensure the effective administration of group pension and group risk arrangements

• To assist the Corporate Adviser in providing compliant advice and consultancy services

• To assist the Corporate Adviser to deliver advisory and administrative services in a profitable manner making use of technology solutions

• To assists the Corporate Adviser in securing and building advisory relationships with new clients

• To identify and report to the Corporate Adviser any service issues which need addressing

• Preparation of group risk reports, pension governance reports including analysis of employee demographics, investment performance and key legislative and regulatory changes

• To create and communicate effective marketing campaigns to existing and new corporate clients

• To manage resource within the team

• To provide training, development and workflow management for the Corporate Administrators and any future team members

• Provide holiday cover for any team member, as required


• Financial Services qualifications are not essential however, study support will be provided, if desired

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