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- Tasks: Lead and motivate the Administration team, ensuring smooth daily operations and effective communication.
- Company: Independent Financial Advisory firm in Wakefield, focused on client-centric financial solutions.
- Benefits: Attractive salary, bonus potential, and opportunities for career progression.
- Why this job: Join a dynamic team and make a real impact in the financial services industry.
- Qualifications: Management experience in Financial Services, preferably within an Independent Financial Advisory setting.
- Other info: Fixed-term contract with potential for extension or permanent position.
My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with advice across Pensions, Investments, Retirement & Estate Planning.
We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the company's back-office Administration staff, ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.
Specifically, you'll be responsible for:
- Leading the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team members.
- Leading the recruitment and onboarding process and conducting performance reviews and appraisals in line with company objectives.
- Using a Diary Management System to allocate and track incoming work across the Administration teams.
- Liaising with advisors throughout the advice process and supporting the production of portfolio and fund analysis reports for advisor/client meetings.
- Using platforms and liaising with product providers to obtain information about existing and potential investments, including the coordination of training on new products.
- Assisting the compliance officer to ensure compliance standards are met throughout the financial services department.
- Supporting the directors with project work in relation to improvements in business operations.
- Suggesting and implementing improvements in business systems and processes, operational efficiency and team development.
We would be seeking a candidate who has some Management or Team Leading experience coming from the Financial Services industry, ideally from within an Independent Financial Advisory sector, with a proven track record of managing a team and evidence of team development and progression. You will have a good understanding of the Financial Advice sales process, business submission process and the commissions and fee payment process. It would be to your advantage if you have knowledge of Intelligent Office and/or have been involved with systems migrations/upgrades. It would also be to your advantage if you have any additional Financial Services qualifications such as working towards or achieved a Level 4 Diploma in Financial Planning.
A great salary is offered with this 1 year fixed term contract position, with a good bonus to be paid at the end of the contract, with the possibility of it being extended or being made permanent.
IFA Administration Team Leader in Wakefield employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administration Team Leader in Wakefield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at Independent Financial Advisory firms. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by practising common questions related to team leadership and administration in financial services. We recommend role-playing with a friend or using online resources to get comfortable with your responses.
✨Tip Number 3
Showcase your soft skills! During interviews, highlight your ability to motivate and train teams, as well as your experience in improving business processes. These are key traits for the IFA Administration Team Leader role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administration Team Leader in Wakefield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administration Team Leader role. Highlight your management experience and any relevant qualifications in Financial Services. We want to see how your skills match what we're looking for!
Showcase Your Soft Skills: While professional experience is crucial, don’t forget to showcase your soft skills! Leadership, communication, and team motivation are key for this role, so give us examples of how you've demonstrated these in your previous jobs.
Be Clear and Concise: When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read. We appreciate straightforwardness, especially when it comes to your achievements and experiences.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry, especially around pensions, investments, and compliance standards. Being able to discuss these topics confidently will show that you're not just a manager but someone who understands the intricacies of the role.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led teams in the past. Think about times when you motivated your team or improved processes. This is your chance to demonstrate your management experience and how you can bring that to the IFA Administration Team Leader role.
✨Be Ready for Scenario Questions
Expect questions that ask how you'd handle specific situations, like managing a conflict within your team or ensuring compliance with regulations. Practising these scenarios beforehand will help you articulate your thought process and decision-making skills during the interview.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. Inquire about the company's culture, their approach to team development, or how they measure success in this role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
