At a Glance
- Tasks: Lead and develop a team of Financial Planning Administrators to ensure top-notch client service.
- Company: Join a well-established firm that values collaboration and professional growth.
- Benefits: Enjoy a competitive salary, bonus scheme, and free parking in a supportive environment.
- Other info: Opportunity for career progression with occasional travel for training and meetings.
- Why this job: Make a real impact by mentoring a dynamic team and driving operational efficiency.
- Qualifications: Experience in Financial Planning administration and strong leadership skills required.
The predicted salary is between 40000 - 50000 € per year.
This is an excellent opportunity for an experienced Financial Planning Administration Team Leader to join a growing and well-established firm. This business places real value on collaboration, professionalism and client service, offering a supportive environment where people are encouraged to develop and progress long term. You will play a key role in leading and developing the administration function, working closely with Advisers, Paraplanners and Administration colleagues across multiple offices to ensure a high quality and consistent client experience.
The successful individual will be responsible for leading a team of circa 10 Administrators, primarily based in Leeds, whilst also supporting administrative colleagues across other Yorkshire offices with occasional travel for meetings, onboarding and training.
What's on offer:
- Competitive salary depending on experience
- Bonus scheme
- Supportive and collaborative working environment
- Opportunity to play a key role within a growing business
- Leeds outskirts location with free parking
Key Responsibilities:
- Managing and overseeing the day to day workflow of the administration team.
- Leading, mentoring and developing a team of 10 Financial Planning Administrators.
- Conducting regular 1:1s, appraisals and performance reviews.
- Coaching and supporting team members to encourage professional development and high performance.
- Assisting with onboarding and training of new staff members.
- Building strong working relationships with Advisers, Paraplanners and colleagues across multiple offices.
- Monitoring workloads and ensuring service standards and deadlines are consistently achieved.
- Managing the holiday diary.
- Supporting process improvements and helping drive operational efficiency across the administration function.
- Acting as a key point of contact for escalations and operational queries within the administration team.
Requirements:
- Previous experience within Financial Planning or Wealth Management administration within a more senior function.
- Experience coaching or mentoring staff within an IFA environment.
- Strong understanding of pensions, investments and protection administration processes.
- Professional and confident communication skills.
- Organised and able to manage multiple priorities effectively.
- Ability to build strong internal relationships across teams and offices.
- Experience using Curo and provider platforms would be beneficial.
To apply, please send your CV to jenny @ tempestjones . com.
IFA Administration Team Leader employer: Tempest Jones Recruitment
Join a dynamic and supportive firm as an IFA Administration Team Leader, where your leadership will be valued in a collaborative environment that prioritises professional growth and client service. Located on the outskirts of Leeds, you will benefit from a competitive salary, a bonus scheme, and free parking, all while playing a pivotal role in shaping the future of the administration team and enhancing the client experience across multiple offices.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administration Team Leader
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a referral, which is golden!
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this role emphasises collaboration and client service, think of examples from your past that showcase your teamwork and client-focused approach. We want to see how you fit into their supportive environment!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of our growing team. Let’s get you that IFA Administration Team Leader role!
We think you need these skills to ace IFA Administration Team Leader
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in Financial Planning or Wealth Management, especially any leadership experience, to show us you're the right fit for the IFA Administration Team Leader position.
Showcase Your Leadership Skills:Since this role involves leading a team, it's crucial to demonstrate your coaching and mentoring abilities. Include specific examples of how you've developed team members in the past, as this will resonate with us and show you can thrive in our supportive environment.
Be Professional Yet Personable:While professionalism is key, don’t forget to let your personality shine through. We value collaboration and strong relationships, so a friendly tone in your application can help us see how you'd fit into our team culture.
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 ensure it gets the attention it deserves. Plus, it shows us you're keen on joining our growing business!
How to prepare for a job interview at Tempest Jones Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and administration processes. Familiarise yourself with key terms like pensions, investments, and protection. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Leadership Skills
Since this role involves leading a team, be prepared to discuss your previous experience in mentoring and coaching. Think of specific examples where you've successfully developed team members or improved team performance. This will demonstrate your capability to lead effectively.
✨Build Relationships
Highlight your ability to build strong working relationships with colleagues across different teams. Prepare examples of how you've collaborated with others in the past, especially in a multi-office environment. This will show that you can foster a supportive and collaborative atmosphere.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.
