Our client, a prestigious and award winning financial planning firm in Leeds are looking to appoint an IFA Administrator Team Leader to join their experienced team on a permanent basis.

This position would suit either a senior administrator looking to take the step up into management, or a team leader looking for a new challenge.

As a financial services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package

Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:

• Managing a team of administrators
• Allocation of work to the wider team
• Lead weekly team meetings to manage workloads
• Point of contact for team queries
• Various other IFA administrative duties
• Processing new business applications across the key financial products

The candidate:

• IFA/ financial planning administration experience (essential)
• Managerial / mentoring experience (desirable)
• Knowledge of provider platforms
• Highly organised

What’s on offer:

• Starting basic salary of up to £45,000 bonus
• Home working
• 27 days holiday
• Full study support inclusive of training courses
• Structured career progression
• DIS

Please contact submit the latest version of your CV to be considered for this opportunity.