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 growth.
- Benefits: Competitive salary, bonus scheme, supportive environment, and free parking.
- Other info: Opportunity for professional development and career progression.
- Why this job: Join a growing firm and make a real impact in financial planning.
- 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
IFA Administration Team Leader 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.
IFA Administration Team Leader 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.
Financial Planning Administration Team Leader in Leeds employer: Tempest Jones
Join a highly respected financial planning business on the outskirts of Leeds, where collaboration and professionalism are at the heart of our culture. We offer a supportive environment that prioritises employee development, with opportunities for mentoring and career progression, all while enjoying the benefits of a competitive salary and bonus scheme. With free parking and a focus on maintaining a high-quality client experience, this is an excellent place to grow your career as a Financial Planning Administration Team Leader.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administration Team Leader in Leeds
✨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 personal recommendation can go a long way in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values around collaboration and client service, and think of examples from your experience that showcase how you embody these traits.
✨Tip Number 3
Practice your leadership pitch! As a Financial Planning Administration Team Leader, you'll need to demonstrate your ability to mentor and develop a team. Be ready to share specific instances where you've successfully led a team or improved processes.
✨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 Financial Planning Administration Team Leader in Leeds
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 administration and any leadership experience you've had. We want to see how you can bring value to our team!
Showcase Your Leadership Skills:Since this role involves leading a team, it's crucial to demonstrate your coaching and mentoring abilities. Share specific examples of how you've developed team members in the past. We love seeing how you can inspire others!
Be Professional Yet Personable:While professionalism is key, don’t forget to let your personality shine through. Use clear and confident communication in your application. We appreciate candidates who can connect with others while maintaining a professional tone.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates. Let’s get your application rolling!
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. 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
As a Financial Planning Administration Team Leader, you'll be expected to lead and mentor a team. Prepare examples of how you've successfully managed teams in the past, focusing on your coaching and development strategies. Highlight any specific achievements that demonstrate your ability to drive performance.
✨Build Relationships
Since this role involves collaborating with Advisers and Paraplanners, think about how you can demonstrate your relationship-building skills. Be ready to discuss how you've fostered strong working relationships in previous roles and how you plan to do the same in this position.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. This could be about the company's approach to professional development or how they measure success within the administration team. Asking questions shows your interest in the role and helps you assess if it's the right fit for you.
