We are delighted to be working with this well established independent financial advice firm. With a strong reputation for professional high quality financial planning service, following an internal promotion they now have an opportunity for an Administration Team leader to join them.
There is potential for management development within this role.
Key Responsibilities:-
Daily management of workload
Process new business
Manage resources within the team and ask for help when required from other team leaders/managers
Manage accuracy and efficiency levels within the team
Conduct regular team meetings and upward communication to Managers – be invited to input into manager meetings maybe once a month
Identify training needs and deliver ongoing training where required, or organise with other staff members
Provide regular MI for managerial purposes
Ensure agreed timescales for tasks are met
Delegate tasks and ensure tasks are completed
Assist Office Manager/HR in interview process
Competency to review and improve procedures and processes; systems and controls
Identify and solve problems within the team
Communicate clearly and positively with all personnel - team members - Advisers - Senior Management/Partners
Relay vision of company to the team in a way they understand
Ensure open communication lines at all times
Lead by example – set positive examples, have high work ethic and be positive
Consider solutions before upward communication to Managers
Deliver industry competence and knowledge levels
Accountability
Flexibility in working
Communicate to the management, the needs of the team
Build cohesion within the team
Quality and control measures
Be the first in line to deal with issues and queries within the team and seek support from management where needed
Work with management to ensure that team members feel supported
Manage tax year end sensitive business
Upskill members of the team
Take pro-active approach towards Project Work ensuring completion in a timely manner
Team leader does not have to do all this, but are responsible for getting the required results
Ensure all work conducted within a timely, compliant manner and to the firms standards
Systems:-
Competent with:- Outlook, Word, Excel, Powerpoint to intermediate level
Ideally competent with Intelligent Office or similar Client Management System
Working knowledge of platforms, ideally Quilter, Aviva, Ascentric, Aegon ARC
About you:-
3-5 years industry experience preferred
Confident, lateral thinker
Calm, well organised and professional with ability to multi-task
Be able to lead by example
Take accountability whilst being flexible in approach and focused on Customer delivery to a high standard
CII Diploma qualified or be working towards it
Benefits
Competitive salary dependent on experience
22.5 days annual leave + 2 other discretionary days off
Only work 4 hours on a Friday, finish at 12 noon
Auto enrolment pension scheme, becomes 5% pa matched contribution once probation has been passed
PHI, PMI and life cover after successfully passing probation
On site free parking
Office based but potential for flexibility further down the line
Administration Team Leader, Milton Keynes (BW-1910)
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