Job Description

To apply for the role you will have at least 3-5 years' experience of supporting an IFA Team as well as managing / supervising others. In this role you will be responsible for the day to day oversight and management of the administration team, as well as holding regular 1:1 meetings with individuals. This aside, the successful Candidate will also perform the usual duties of an IFA Administrator, and therefore should be confident when processing new business. You will be a strong user of I.O, and well as the usual Provider Platforms.

Reporting into the Compliance and Operations Manager;

• Overseeing and processing of new business
• Proactive ongoing client management
• Servicing existing business
• Platform based work
• Illustrations & regular contact directly with clients & wrap/platform providers
• Responsible for the day to day oversight and management of the administration team
• To act as first point of contact for queries, manage workloads within the team and identify training needs and areas for continuous improvement
• To hold regular one to one meetings with individuals

Required Knowledge, Skills, and Abilities