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- Tasks: Lead a dynamic team to enhance financial planning processes and deliver exceptional client service.
- Company: Established financial planning firm with a focus on growth and innovation.
- Benefits: Competitive salary up to £45,000, plus additional company perks and flexible working options.
- Why this job: Join a growing team and make a real impact in the financial sector.
- Qualifications: Experience in team leadership and IFA administration, with a passion for process improvement.
- Other info: Opportunity for career advancement in a supportive and collaborative environment.
The predicted salary is between 36000 - 54000 £ per year.
This IFA Admin Team Leader job in Bradford-on-Avon is available within a well-established financial planning firm. You will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of support staff.
The business is due to embark upon their next chapter of growth and are looking for growth-minded individuals who can redesign and implement effective new processes to enable efficiencies whilst delivering a boutique level of service to clients. This will also entail managing, developing and recruiting their support team to be capable of delivering fantastic support to their IFAs. You will be overseeing their team of circa 4-6 team members. At times, you may be required to step in and assist with actioning administrative duties.
IFA Admin Team Leader Requirements- You should have experience of leading a team.
- You should have previous experience as an IFA Administrator.
- You should have desire to be part of a growing team and take an active role in delivering growth for the business.
- You should have experience of designing processes and thinking critically.
- Salary of up to £45,000 depending on experience.
- Plus company benefits.
- Mainly office-based role with potential for 1-2 days from home.
- Fantastic opportunity to play a key role within a well-established, growing team.
Bradford-on-Avon
IFA Admin Team Leader in Swindon employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin Team Leader in Swindon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client service and think about how your experience as an IFA Administrator can contribute to their growth. We want you to shine!
✨Tip Number 3
Showcase your leadership skills! Be ready to discuss how you've successfully managed teams in the past and how you can help redesign processes for efficiency. This is your chance to demonstrate your growth mindset.
✨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 are proactive about their job search.
We think you need these skills to ace IFA Admin Team Leader in Swindon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Admin Team Leader role. Highlight your experience in leading teams and any relevant administrative skills. We want to see how you can bring your unique flair to our growing team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your previous experiences align with our goals. Let us know how you can help us deliver that boutique level of service we pride ourselves on.
Showcase Your Process Design Skills: Since we're looking for someone who can redesign and implement effective processes, make sure to include examples of how you've done this in the past. We love seeing critical thinking in action, so don’t hold back!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure you’re considered for this fantastic opportunity!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the role of an IFA Admin Team Leader. Understand the specific needs of HNW and UHNW clients, as well as the processes that can enhance efficiency in a team setting.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led a team in the past. Highlight your experience in managing, developing, and recruiting support staff, as this will be crucial for the role. Be ready to discuss how you can inspire growth within the team.
✨Process Improvement Mindset
Think critically about existing processes and come prepared with ideas on how to redesign them for better efficiency. Demonstrating your ability to implement effective new processes will show that you're aligned with the company's growth ambitions.
✨Engage with the Team Dynamic
Since you'll be overseeing a small team, it's important to convey your understanding of team dynamics. Be ready to discuss how you would foster a collaborative environment while also being hands-on when needed. This shows you're not just a leader but also a team player.
