UA-185291695-1 IFA Team Manager, Jobs, 312

IFA Team Manager

IFA Administration Manager - Amersham, South East England

Ref: 312Wednesday 3 November 2021

£28,000 - £33,000

We are looking to speak with IFA Administrator Manager as a leading IFA firm is looking add to their Client Delivery team in Amersham. You will be working as part of a team to support Wealth Planners with Managing the administrative aspects of client delivery, working to deliver excellent client outcomes.

 

Responsibilities Include:

Manage resources and workflow

Work within the Client Delivery Team to deliver an excellent client service

Co-ordinate the Planners diaries and the arranging of client meetings

Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs

Send prepared investment information and reports to clients

Ownership and accountability for administration including ensuring the maintenance of correct client records

 

Package includes:

You will receive a competitive salary and benefits package including Flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme, Study Days for relevant examinations , Cycle2Work Scheme, Employee Assistance Programme, Death in Service and Corporate Gym Discounts. In addition, we offer opportunities for career progression to match your career aims and ambitions.

 

Requirements:

Experience in a fast-paced Financial Services Manager role

Good literacy and numeracy skills with a high degree of accuracy

Excellent interpersonal and organisational skills

Working knowledge of Microsoft Word and Excel packages essential

Knowledge of the UK regulatory system, particularly aspects relevant to Financial Services