Are you an experienced IFA Administrator looking for a new role?

Do you want to work with an award-winning team?

You will have full line management responsibility for your team. You will ensure that all client correspondence and business processing is completed to a high quality and in a timely manner by demonstrating effective delegation and work-flow management within your team of CDAs. This role is a maternity cover for up to 12 months.

Responsibilities

• Full line management responsibility of the CDAs;

• Monthly 121s, ongoing performance and behaviour management

• Appraisals, salary reviews and objective setting

• Holiday requests, sickness/absence plus Day-to-day HR queries

• Effective workflow management within your team through task assignment and delegation

• Develop and maintain effective relationships with key stakeholders including colleagues and third parties.

• Effective management oversight ensuring that financial transactions are completed correctly, and files are fully FCA compliant

• Ongoing monitoring and oversight of workflow for your team and working with your fellow Team Leaders to help keep work evenly distributed

• Build and maintain a strong relationship with the CRM team to ensure communication is to the highest level and work is prioritised in line with Adviser & Client needs.

• Complex technical new business processing i.e. Defined Benefit transfers, specialised investments or Family Office support on an ad-hoc basis

• Ability to take on cases or tasks in periods of high volume or limited team capacity

• Develop and maintain effective relationships with clients, colleagues and third parties

• Ensuring data in Curo is continually maintained on behalf of your team to help produce accurate MI for the business

• Presenting at team meetings as appropriate

• Communication of Management Information (MI) and forecasting

• Assisting with the recruitment and interview process for new starters

Benefits

• Company discretionary bonus scheme;
• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
• Private Healthcare*;
• Group Income Protection;
• Life Assurance;
• Eye Care Scheme;
• Wellbeing programme;
• Bike to Work Scheme;
• Full support with professional qualifications;

*after qualifying period

Knowledge, Skills and Experience

• Ability to work under pressure and multi-task on a day-to-day basis

• Ideally experience within a Team Leader or Senior CDA role

• Working to deadlines and meeting high targets

• Confident in managing relationships with both advisers and your team

• Ability to delegate and workflow mange within your team

• Excellent people and communication skills

• Ability to prioritise your teams work to meet Service Level Agreements (SLA)

• Building strong and effective working relationships with other teams in the business