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IFA Administration Team Leader/ Office Manager

Location: WHITELEY, HAMPSHIRE Salary: 20000 - 27000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 9 months ago Reference: 3083687
Wealth Management Practice based just outside Whiteley are recruiting within their highly successful, large and busy team for a IFA Administration Team Leader/ Office Manager to oversee and assist in the development of the businesses more Junior members of the team.

You will be looking after a team of 3, and will be covering all aspects of IFA Administration, with a strong focus on Pensions and Investments.

The ideal candidate will have extensive knowledge of WRAP platforms and have experience within a IFA Practice.

In return you will be a part of a very friendly, hardworking team, with a competitive salary in place + pension and other benefits.

Duties such as….
• Create and maintain filing systems / client files
• Oversee outgoing work from team members
• Provide training and guidance where necessary
• Ensure documents are fully FCA compliant
• Arrange meetings / book appointments
• Update and maintain the firm’s records
• Update and maintain the firm’s diary system
• Submitting new business
• Compiling Client Reviews
• Liaising with clients
• Monitor receipt of commission / fee payments from clients
• To attend meetings as and when required

Skills Desired…
• Good written and oral communication skills
• Good listener
• Excellent organisational skills
• Team player
• Attention to detail

Please apply online today/ send your most upto date CV to

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