IFA Administration Lead: Drive Team Performance & Compliance

Lime Professional Services; Wakefield; On-site; GBP 40,000 - 60,000; Full time

Job summary

An Independent Financial Advisory firm in Wakefield is seeking an IFA Administration Team Leader. This role involves managing back-office administration staff and ensuring efficient office operations. Ideal candidates will have management experience in Financial Services, understanding of the advice sales process, and may possess a Level 4 Diploma in Financial Planning. A competitive salary and bonus structure is offered, with potential for contract extension or permanent placement.

Benefits

Good bonus upon contract completion

Competitive salary

Possibility of contract extension

Qualifications

• Management or team leading experience in Financial Services industry.
• Understanding of the Financial Advice sales process and commissions.
• Knowledge of systems migrations/upgrades advantageous.

Responsibilities

• Lead daily activities of Administration teams and motivate staff.
• Oversee recruitment and conduct performance reviews.
• Liaise with advisors and support production of analysis reports.
• Assist compliance officer to ensure standards are met.
• Suggest and implement business improvements.

Skills

Management experience

Team leadership

Financial Advice sales process

Communication

Education

Level 4 Diploma in Financial Planning

Tools

Intelligent Office

Job description

An Independent Financial Advisory firm in Wakefield is seeking an IFA Administration Team Leader. This role involves managing back-office administration staff and ensuring efficient office operations. Ideal candidates will have management experience in Financial Services, understanding of the advice sales process, and may possess a Level 4 Diploma in Financial Planning. A competitive salary and bonus structure is offered, with potential for contract extension or permanent placement.