Senior Administrator / Team Leader

Pure Resourcing Limited; Woking; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth management practice in the United Kingdom is seeking an experienced Senior IFA Administrator / Team Leader. The role involves supporting a team, enhancing business processes, and contributing to a positive work environment. Candidates should have experience with key tools and preferably a background in a St James's Place Practice. Competitive salary package includes £30 - 40k basic plus bonuses and benefits.

Benefits

Bonus

Benefits

Qualifications

• Experienced IFA Administrator with management aspirations.
• Organised and detail-oriented with strong communication skills.
• Previous experience in a St James’s Place Practice is preferred.

Responsibilities

• Support and lead a team of administrators.
• Help shape and enhance business processes and practices.
• Contribute to a family-oriented work environment.

Skills

SalesForce

Bluedoor

iBusinessli

My Practice

Job description

Senior IFA Administrator / Team Leader

Are you an experienced IFA Administrator keen to take the steps into management?

We have a fantastic opportunity to join our client, a highly respected wealth management practice, that is undergoing an exciting stage of growth. You will be working in a dynamic and professional environment yet still offering a "family" environment.

Being part of a forward‑thinking business, you will have scope to help shape and enhance the business's processes and practices.

If you are a highly organised Senior Administrator / Team Leader who has currently or previously worked for a St James’s Place Practice, and you want to be part of this exciting growth phase and develop your career further within financial services, we want to speak with you.

Candidates must have experience of the following:

• SalesForce
• Bluedoor
• iBusinessli>
• My Practice

£30 - 40k Basic + Bonus + Benefits (Dependent on experience)