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- Tasks: Lead a team of administrators, ensuring effective support and training.
- Company: Join a chartered financial planning firm with a strong UK presence.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a vital team delivering exceptional financial advice to clients.
- Qualifications: Computer literacy and experience with MS Office Suite are essential.
- Other info: Remote management of team members in Manchester adds flexibility.
The predicted salary is between 36000 - 60000 £ per year.
Fram are working with a chartered financial planning firm with offices across the UK. Due to growth within the firm, they are looking for a Financial Planning support Team Leader to manage a team of 5 administrators across two offices. The role will be based in Preston, looking after a small team there with 2 further administrators in the Manchester office, managed remotely.
As a Team Leader, you will ensure that the admin team operates effectively by training, managing, and providing support to all administrative personnel. This support function is an integral and very important part of the delivery of advice services by the Advisers to their valued clients.
Key responsibilities:- Support and allocate work to the administration team
- Provide training and development to CSOs
- Support the development of processes within the Financial Planning Support team
- Review Management Information to support the delivery of a financial planning service and the development team
- Support clients and Financial Planners through phone, email, and video
- Handle client enquiries and liaise with providers
- Promote the Personal Financial Portal and process Vouched For referrals
- Book appointments, manage diaries, and prepare complex meeting packs
- Submit instructions to platforms/providers
- Work closely with the Financial Planners on all aspects of their day-to-day work with clients
- Support the Financial Planners in preparation for client meetings
- Work closely with product providers on changes to clients' policies
- Open and scan mail and distribute it accordingly
- Ensure that client records, the back-office system, and shared folders are maintained and up to date
- Contact new and existing clients to obtain information on behalf of Financial Planners
- Work closely with the paraplanners and other key stakeholders to support clients and the delivery of a Financial Planning Service and Financial Planning advice
- Provide New business support as required
- Generate fee invoices using the company’s systems
The successful candidate will work very closely with the admin team, Advisers, Paraplanners, and Operations to support the delivery of advice to the Adviser’s clients. The office environment is busy, and the role can be challenging, so the successful candidate needs to be able to work as part of a team and adapt to changing requirements. Good communication skills will be important, as is the accuracy of output and working to agreed timescales. Candidates need to be computer literate with MS Office Suite experience, with experience of IO, and able to adapt to new ways of working.
IFA administrator - Team Leader employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA administrator - Team Leader
✨Tip Number 1
Familiarise yourself with the financial planning industry and the specific services offered by the firm. Understanding their approach will help you demonstrate your knowledge during any discussions or interviews.
✨Tip Number 2
Highlight your leadership skills and experience in managing teams, especially in a remote setting. Be prepared to discuss how you've successfully trained and supported team members in previous roles.
✨Tip Number 3
Showcase your ability to handle client enquiries effectively. Prepare examples of how you've managed client relationships and resolved issues, as this will be crucial for the role.
✨Tip Number 4
Demonstrate your proficiency with relevant software and tools, particularly the MS Office Suite and any financial planning systems. Being tech-savvy will set you apart from other candidates.
We think you need these skills to ace IFA administrator - Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning support and team leadership. Emphasise any previous roles where you managed a team or improved processes, as this will resonate with the job description.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in the Team Leader position and how your skills align with the responsibilities outlined. Mention your experience in training and supporting teams, as well as your ability to handle client enquiries effectively.
Showcase Communication Skills: Since good communication is crucial for this role, provide examples in your application of how you've successfully communicated with clients and colleagues in previous positions. This could include managing remote teams or liaising with various stakeholders.
Highlight Technical Proficiency: Mention your proficiency with MS Office Suite and any other relevant software, such as IO. If you have experience with back-office systems or financial planning tools, be sure to include that as well, as it demonstrates your readiness for the role.
How to prepare for a job interview at Fram Search
✨Showcase Your Leadership Skills
As a Team Leader, it's crucial to demonstrate your ability to manage and support a team. Prepare examples of how you've successfully led teams in the past, focusing on training, development, and conflict resolution.
✨Understand the Financial Planning Process
Familiarise yourself with the financial planning process and the role of administrators within it. Be ready to discuss how you can enhance efficiency and support Financial Planners in delivering excellent service to clients.
✨Emphasise Communication Skills
Good communication is key in this role. Prepare to discuss how you handle client enquiries and liaise with various stakeholders. Highlight any experience you have in managing remote teams, as you'll be overseeing administrators in different locations.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about potential challenges in managing a busy office environment and how you would address them, ensuring that you maintain high standards of accuracy and timeliness.
