|
|
|
IFA Administration Manager |
|
21 02 2012 |
|
My client is currently looking for an IFA Team Manager to join their team in Newcastle.
Reporting directly to the Group Operations Manager the successful candidate will have direct line Management responsibility for a team of Private Wealth Administrators. The Team Manager will also oversee the Corporate Administration Team through the direct line management of the Corporate Team Supervisor. A team Manager you will be responsible for ensuring the administrators are delivering an excellent service to both the Advisers and the clients.
THE ROLE
• The Team Manager will be responsible for the day to day running of their own team dealing with all basic issues that arise and leading on more complex issues with guidance from the Group Operations Manager.
• To ensure work is allocated appropriately within the team to account for workload and skills on a daily basis.
• To manage attendance, sickness and holiday to provide required staffing levels.
• Working with the Group Operations Manager to motivate and develop the team.
• To implement training and development plans for each team member.
• To work with the Group Operations Manager on the achievement of the business goals by regular monthly meetings to review headcount, adviser recruitment, current admin capability, procedural changes, costs etc.
• To develop and maintain good working relationships with Sales Managers and Advisers; Team Supervisor; Group Operations Manager and Operations and Business Process Team to ensure a smooth and accurate flow of information within the teams.
• The Team Manager will also work closely with the Group Operations Manager on the business strategy for the branch.
THE CANDIDATE
• Experience in a financial services (IFA) environment and managing Administration based staff.
• CF1 and CF2 recommended or equivalent Financial Services qualification
• Comprehensive knowledge of a wide range of financial products, including employee benefits products.
• Good knowledge of regulatory requirements
• Experience of carrying out 1:1 review meetings, performance appraisals and proven ability to effectively manage underperformance
• Experience of recruitment and people development
• Experience of working within defined service standards and procedures
• Good track record in delivering customer satisfaction
For more information please contact Graeme Hyland on 07896 933622 or email
This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
view www.idexrecruitment.com for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
source: |
Add comment
|
Banks In Europe
Albania, Andorra, Austria, Belarus, Belgium, Bosnia and Herzegovina, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Macedonia, Malta, Moldova, Monaco, Montenegro, Netherlands, Norway, Poland, Portugal, Romania, Russia, San Marino, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey, Ukraine, United Kingdom, Other Countries
|