Head of IFA Admin

We are working with an established wealth management firm based in Gloucester, who is seeking an Head of Administration join their growing team.

You will be managing a small team of Administrators with the aim of growing this team over the coming months.

???????The right individual will possess excellent interpersonal skills, and have a thorough understanding of Financial Planning administration. This is an office based position.

Responsibilities and Experience:

• Previous IFA Administration experience is a must, ideally in a management position but not essential.

• Possess a client centric approach and apply this to all situations
• Will have strong written and verbal communication skills, to bring the best out of the team and to deliver for clients.
• Have a good knowledge of back office administration software and applications.
• Experience in training, mentorship and management of colleagues.
• Be competent at workflow allocation and diary management ensuring administration tasks are completed and deadlines are adhered to.
• Conducting appraisals and HR requirements for team members
• General office oversight and management
• Assist in the recruitment of new team members to support the growth of the administration team

What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator, Financial Planning Administrator, Senior IFA Administrator, Office Manager, Practice Manager, Wealth Management, Team Leader

#LI-SN1