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Senior IFA Administrator Location: Leicester, LE2
Salary : Competitive DOE, with a starting point of £26,000 per annum Hours: Monday - Friday 36.25 hours per week Permanent Vacancy Are you an experienced Pensions/Investments Administrator looking to progress up the ladder? Are you already a Team Leader looking for a new challenge within a small, professional, Investment Management business? Do you have excellent management level organisationalskills? If so, then this could be the role for you! Flowers Associates are seeking a Senior IFA Administrator who has experience of the industry and the up most integrity to join a professional, independent Investment Management company based in Leicester. This role would suit either an experienced Pensions/InvestmentsAdministrator or Senior IFA Administrator who’s ambition it is to professionally develop and drive a team of professional, independent financial advisors, administrators and paraplanners. The Role: The Senior IFA Administrator will take ownership of organising and managing the team of Independent Financial Advisors, Administrators and Paraplanners as well as implement and challenge processes/procedures. The successful Team Leader will be responsible for the following duties but, not limited to:
- Successfully lead the team of Financial Advisors, Administrators and Paraplanners, including but not limited to, conducting 1-2-1’s and training on processes/systems
- Challenge old processes and procedures as well as implement new ones where necessary
- Develop and present Management Information to the Senior Management team in line with regulatory requirements
- Ensure that practical and operational aspects of the business are dealt with in a timely and pragmatic manner
- Provide efficient HR services to the Senior Management Team, such as the recruitment for the team
- Develop and maintain the internal CRM IT system as well as train the team on how to utilise the system correctly and keep accurate records/information
- Any other ad hoq duties to ensure the smooth running of the business/office and that would support/benefit the members of the Investment Management Teams.
Benefits :
- Free onsite parking
- Holidays: 25 days plus bank holidays, increasing by 1 day after 3, 5, 7, 10 and 15 years, each year to max 30 days holiday
- 4x death in service
- Contribution to a group pension scheme of up to 6%
- Study package available
- Hybrid work from home policy, however for new recruits, the expectation is for them to work from the office full time whilst they are training