IFA Admin Team Lead - Develop & Deliver Excellence

IFA Admin Team Lead - Develop & Deliver Excellence

Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
atomos wealth

At a Glance

  • Tasks: Lead a team to enhance business processes and support a Financial Planner.
  • Company: Atomos Wealth, a dynamic firm in the West of England.
  • Benefits: Opportunities for growth in an agile environment with a supportive team.
  • Other info: Join a collaborative team focused on operational excellence.
  • Why this job: Make a real impact by mentoring and improving client communications.
  • Qualifications: Over 4 years in senior admin support with strong wealth management knowledge.

The predicted salary is between 30000 - 40000 Β£ per year.

atomos wealth in the West of England seeks an experienced IFA Administrator to lead a small team while enhancing business processes. This role involves supporting a Financial Planner, handling client communications, and ensuring operational excellence through mentoring and performance data monitoring.

The ideal candidate has over 4 years in senior admin support, strong technical knowledge in wealth management, and excellent communication skills. This position offers growth in an agile environment.

IFA Admin Team Lead - Develop & Deliver Excellence employer: atomos wealth

At atomos wealth, we pride ourselves on being an exceptional employer in the West of England, offering a dynamic work culture that fosters collaboration and innovation. Our commitment to employee growth is evident through tailored development opportunities and a supportive environment where your contributions are valued. Join us to lead a dedicated team and make a meaningful impact in the wealth management sector while enjoying the benefits of a flexible and agile workplace.

atomos wealth

Contact Details:

atomos wealth Recruitment Team

We think you need these skills to ace IFA Admin Team Lead - Develop & Deliver Excellence

Team Leadership
Business Process Enhancement
Client Communication
Operational Excellence
Mentoring
Performance Data Monitoring
Senior Administration Support