At a Glance
- Tasks: Lead and develop a team of Financial Planning Administrators to ensure top-notch client service.
- Company: Respected financial planning business with a focus on collaboration and professionalism.
- Benefits: Competitive salary, bonus scheme, supportive environment, and free parking.
- Other info: Opportunity for professional development and career progression in a dynamic setting.
- Why this job: Join a growing firm and make a real impact in financial planning administration.
- Qualifications: Experience in financial planning administration and strong leadership skills.
The predicted salary is between 35000 - 45000 £ per year.
Tempest Jones is pleased to be recruiting for a highly respected financial planning business based on the outskirts of Leeds. 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 for the IFA Administration Team Leader:
- 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 for IFA Administration Team Leader: Please apply now by submitting your CV or contact Jenny Brophy at jenny@tempestjones.com.
Financial Planning Administration Team Leader employer: Tempest Jones
Tempest Jones is an exceptional employer, offering a supportive and collaborative work environment on the outskirts of Leeds, where employees are encouraged to grow and develop their careers. With a focus on professionalism and client service, the company provides competitive salaries, a bonus scheme, and opportunities for team leaders to make a significant impact within a growing financial planning business. The firm values strong internal relationships and offers free parking, making it an attractive place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administration Team Leader
✨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. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this role is all about collaboration and client service, think of examples from your past experiences that showcase your ability to lead and support a team effectively.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it gives us a chance to see your enthusiasm for joining our team directly!
We think you need these skills to ace Financial Planning Administration Team Leader
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Financial Planning Administration Team Leader role. Highlight your leadership experience and any relevant financial planning knowledge to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share your passion for financial planning and how you can contribute to our supportive environment.
Showcase Your Team Leadership Skills:Since this role involves leading a team, be sure to include examples of how you've successfully managed and developed teams in the past. We love to see how you’ve mentored others and driven performance!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Tempest Jones
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and administration processes. Understand the key responsibilities of the role and be ready to discuss how your experience aligns with managing a team and improving workflows.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led and developed teams in the past. Think about specific situations where you mentored staff or improved performance, as this will demonstrate your capability to lead a team of Financial Planning Administrators.
✨Build Rapport
Since this role involves collaboration with Advisers and Paraplanners, practice how you'll build strong relationships. Be ready to discuss how you’ve effectively communicated and worked with different teams in previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
