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Clark James recruitment
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Birmingham, West Midlands
IFA Admin Supervisor
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Job Type: Full-time |
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Salary: £27,000 per annum |
Overview
Working for this National IFA this is an excellent opportunity to manage a well established IFA administrative team. Suitable for a highly experienced IFA senior administrator looking for a step in to a Management or an existing Financial Services Team Manager looking to further their career in a highly professional environment. Successful applicants will have 3 years or more within Financial Services knowledge and some form of experience of coaching and supporting team members and training staff Responsibilities to include: To oversee, line manage a team of IFA Administrators to ensure timely, efficient and accurate administrative support Responsibilities: Line management of all members of the team To be point of contact for clients, life offices and members of the business Dealing with any staffing or workflow issues/requirements within the team, escalating to the Administration Support Manager where necessary Identify training needs for all team members, liaising with the Administration Support Manager to ensure any training requirements are met Ensure that the team maintains diary management systems and monitor the daily team workflow, reallocating work to other team members where necessary Identify any process issues/improvements and escalate for investigation by Operations department Ensuring that all workflow within the team is dealt with in accordance with compliance department’s guidelines Ensure that all administration systems are maintained, that all client data is accurate and up to date Ensure that the team adheres to all SLA’s in relation to the support of their advisers, assisting with daily workflow wherever necessary Provide coaching and support to other team members Providing training for team members To interview potential candidates as part of the recruitment process Any other reasonable request made by a Director/Manager of the business Please contact Deborah Hulance- Director who has over 15 years Financial Services Recruitment experience for further information regarding this role and similar vacancies in strictest confidence. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. Please Note All applications received will be dealt with in the strictest confidence. Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities .