At a Glance
- Tasks: Lead the administration team, providing support and resolving client queries.
- Company: Join a well-established IFA firm in Wokingham, known for its supportive culture.
- Benefits: Enjoy a stable office environment with opportunities for professional growth.
- Why this job: Be part of a dynamic team, enhancing your skills in financial services while making a real impact.
- Qualifications: Experience in financial services as an administrator or team leader is essential.
- Other info: This role requires excellent communication and problem-solving skills.
The predicted salary is between 36000 - 60000 £ per year.
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 that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excellent problem-solving skills and be able to prioritise your workload whilst working independently or as part of the team. This will be an office-based position, working in Wokingham. We are looking for candidates who have previous experience working within the Financial Services industry as either an administrator or team leader.
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 skills and processes;
- Provide technical support and training to new/junior staff joining the practice;
- Manage holiday bookings for team members;
- 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 completes in a timely manner.
Knowledge, experience and skills:
- Senior administration experience of working within an IFA Firm or investment/wealth management environment;
- Experience of managing workflow, systems and procedures;
- Knowledge of relevant regulation and legislation;
- Experience of client management systems such as Intelligent Office;
- Experience of 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.
IFA Administration Manager - Wokingham employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administration Manager - Wokingham
✨Tip Number 1
Familiarise yourself with the specific financial services regulations and legislation relevant to the IFA sector. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who have experience in administration roles. Attend local events or join online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare to discuss your problem-solving skills by thinking of specific examples from your past experiences. Be ready to explain how you managed complex client queries and prioritised tasks effectively in a team setting.
✨Tip Number 4
Research the company’s values and recent developments in the IFA sector. Tailoring your conversation to align with their goals during the interview can set you apart as a candidate who is genuinely interested in contributing to their success.
We think you need these skills to ace IFA Administration Manager - Wokingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in administration and team leadership within the Financial Services industry. Use specific examples that demonstrate your problem-solving skills and ability to manage workflows.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities of the IFA Administration Manager role. Emphasise your communication skills, experience with client management systems, and your ability to work both independently and as part of a team.
Highlight Relevant Skills: In your application, clearly outline your technical skills, such as proficiency in Microsoft Office and any experience with client management systems like Intelligent Office. Mention your attention to detail and time management abilities.
Showcase Your Problem-Solving Abilities: Provide examples in your application of how you've effectively handled complex client queries or managed conflicting demands in previous roles. This will demonstrate your capability to thrive in a fast-paced environment.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Showcase Your Experience
Make sure to highlight your previous experience in the Financial Services industry, especially if you've worked as an administrator or team leader. Be prepared to discuss specific examples of how you've managed workflows and supported advisers.
✨Demonstrate Problem-Solving Skills
Since the role requires excellent problem-solving abilities, come prepared with examples of complex client queries you've resolved in the past. This will show your potential employer that you can handle challenging situations effectively.
✨Communicate Clearly
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, both in person and over the phone. You might even want to role-play common scenarios with a friend to build confidence.
✨Emphasise Team Leadership
As a potential Administration Team Leader, it's important to convey your leadership style. Share experiences where you've successfully managed a team, trained new staff, or improved team performance through effective management skills.