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- Tasks: Lead a team of IFA administrators, ensuring top-notch service and efficient operations.
- Company: Join a leading national financial planning brand with a supportive culture.
- Benefits: Enjoy a competitive salary, private medical insurance, and flexible working options.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Make a real impact in financial advice while developing your leadership skills.
- Qualifications: Experience in financial services and team management is essential.
The predicted salary is between 50000 - 55000 £ per year.
Recruit Wealth are delighted to be representing our national Financial Planning client with offices throughout the UK. The business believes there is a strong need for financial advice to help clients with financial plans and goals for their families and themselves. It is a leading national advice and wealth management brand delivering holistic advice with market-leading investment solutions. This role supports the day-to-day activities of IFA administrators across national regional hubs, with several newly created opportunities as the business grows with private equity backing.
Responsibilities
- First line leader within the integrated Advice Operations function to ensure excellent service to both clients and Advisers and adherence to policy and regulation.
- Ensure working environments run efficiently while maintaining a safe and motivational place to work.
- Spend at least 3 days a week visiting offices within the management of the role holder; each office to be visited in person weekly to spend time with team members.
- Manage all agreed administration aspects for Advisers as per agreed SLAs, ensuring consistency of process and a high level of quality.
- Ensure offices are staffed adequately at all times prior to holidays and that working from home requests are agreed.
- Identify and manage development needs of individuals and/or the team and agree training plans with SMART objectives.
- Manage individual performance through identifying, implementing and managing Personal Improvement or Personal Attendance Plans for team members and collaborate with HR and Senior Management.
- Hold regular individual development reviews with each team member and document meetings with agreed actions and follow-up.
- Hold regular team meetings to communicate performance and relevant updates, including upcoming changes.
- Responsible for coaching and training of new and existing members.
- Assist and support with recruitment.
- Undertake quality assessments on work completed by team members to ensure quality information and surface relevant Management Information.
- Work in partnership with peers and Senior Leaders as required for business needs.
- Continually review and improve processes and seek efficiencies in collaboration with other Managers.
- Arrange and participate in meetings, team events and projects as required.
- Approve decisions, requests for expenditure and recommendations on behalf of senior leaders in their absence, according to guidelines and budgets.
Experience and Qualifications
- Previous Advice and Wealth Management experience within Financial Services.
- Previous Team Management experience essential.
- Strong organisational skills and the ability to prioritise competing matters.
- Strong interpersonal skills.
- Experience in performance management, quality and efficiency improvement.
- Experience of working within a National Advice firm.
Benefits
- Death in Service.
- Private Medical Insurance.
- Group Income Protection.
- Employee Assistance Programme.
- Medicash.
- Private pension.
- Discretionary annual bonus.
- Flex/Hybrid working.
A very generous salary is being offered, with a company bonus, excellent benefits and a professional, encouraging working culture within this national brand. Home/office hybrid working is fully supported; travel is expected due to duties listed. The business is looking to recruit as soon as possible. Please apply to Recruit Wealth for an immediate response.
Location: Swanley, Kent – Hybrid Working with Travel | Salary: £50,000 - £55,000 per year | Job type: Permanent | Posted: 18/09/2024
IFA Administration Team Leader in Kent employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administration Team Leader in Kent
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers or during interviews, make sure to highlight your previous experience in team management and performance improvement. We want to see how you can bring value to the IFA Administration Team Leader role!
✨Be Ready to Adapt
The financial planning world is always changing, so show that you’re flexible and ready to learn. Talk about how you’ve adapted to new processes or technologies in the past. We love candidates who are proactive and open to growth!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that dream job! We’re here to support you every step of the way, so let’s make it happen together.
We think you need these skills to ace IFA Administration Team Leader in Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administration Team Leader role. Highlight your previous experience in financial services and team management, as these are key for us. Use specific examples that showcase your organisational skills and ability to improve processes.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advice and how you can contribute to our team. Mention your interpersonal skills and any relevant achievements that align with the responsibilities outlined in the job description.
Showcase Your Leadership Skills: As a first line leader, it's crucial to demonstrate your leadership abilities. In your application, share experiences where you've successfully managed a team, improved performance, or implemented training plans. We want to see how you can motivate and develop others!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quickly. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and wealth management. Understand the company's values and how they deliver holistic advice. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Leadership Skills
As an IFA Administration Team Leader, you'll need to demonstrate your team management experience. Prepare examples of how you've successfully led teams, managed performance, and developed individuals. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle challenges. Think about situations where you've improved processes or resolved conflicts within a team. Be specific about your actions and the outcomes.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the team's current challenges, the company's growth plans, or how success is measured in this role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.