Financial Planning Team Leader

IFA Administration Team Leader

Wakefield

£27,000 - £30,000

NJR Recruitment are delighted to be recruiting for a well-established, Independent Financial Planning company that, due to expansion, are looking for an experienced Administrator to lead a team of financial planning administrators who support a number of Advisers on a day to day basis in their offices in Wakefield.

The successful candidate will be joining a company who have built up an excellent reputation within the industry for their high quality approach to their clients, and ongoing support and training for their staff.

What’s in it for you?

• Hybrid Working
• Group pension scheme
• Group life cover
• Medical cover
• Free parking
• Support with professional qualifications and excellent progression plans

Responsibilities will include

• Allocation of daily, weekly and monthly tasks across the team using the Intelligent Office system.
• Training of new and less experienced members of the Adviser Support team and the wider business.
• Maintenance of holiday, sickness and other absence records.
• Helping colleagues understand the requirements of submitting work requests to the team correctly.
• Processing paper based and complex business where online applications cannot be made.
• Completing the 'post implementation’ of all investment and pension related new business.
• Actioning letters of authority/appointment and obtaining plan information from product providers
• General office administration

What we need from you:

• In depth understanding of the administrative function within the Financial Services industry, acquired over a minimum of 5 years by working in a Financial Advice practise or similar
• Working knowledge of complex product administration, including AIM IHT Mitigation schemes, Discounted Gift Trusts, Lifestyle Trusts and Pension Drawdown
• Previous experience in a team leader/manager position within financial planning is essential
• Ability to support and train others using effective communication, demonstration and training techniques
• Ideally a working knowledge of Intelligent Office and key Microsoft Office products, specifically Excel, Word and Outlook

This is a fantastic opportunity for someone looking for their next career step. You will be joining a reputable business with genuine career progression and a comprehensive benefits package on offer!

For more information, please apply today or contact NJR Recruitment quoting REF NJR14909