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Head of IFA Admin

Heat Recruitment
Posted 8 hours ago, valid for 8 hours
Location

Gloucester, Gloucestershire GL2 8DE, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An established wealth management firm in Gloucester is looking for a Head of Administration to join their growing team.
  • The role involves managing a small team of Administrators, with a focus on team growth and development.
  • Candidates should have previous IFA Administration experience, ideally in a management role, along with excellent interpersonal skills.
  • This office-based position requires strong communication skills, knowledge of back office administration software, and experience in training and mentoring colleagues.
  • The salary for this position is competitive, and candidates should have at least 3 years of relevant experience.

We are working with an established wealth management firm based in Gloucester, who is seeking an Head of Administration join their growing team. You will be managing a small team of Administrators with the aim of growing this team over the coming months. ???????The right individual will possess excellent interpersonal skills, and have a thorough understanding of Financial Planning administration. This is an office based position. Responsibilities and Experience:

  • Previous IFA Administration experience is a must, ideally in a management position but not essential.
  • Possess a client centric approach and apply this to all situations
  • Will have strong written and verbal communication skills, to bring the best out of the team and to deliver for clients.
  • Have a good knowledge of back office administration software and applications.
  • Experience in training, mentorship and management of colleagues.
  • Be competent at workflow allocation and diary management ensuring administration tasks are completed and deadlines are adhered to.
  • Conducting appraisals and HR requirements for team members
  • General office oversight and management
  • Assist in the recruitment of new team members to support the growth of the administration team

What’s next?Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator, Financial Planning Administrator, Senior IFA Administrator, Office Manager, Practice Manager, Wealth Management, Team Leader #LI-SN1

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.