IFA Administration Team Manager

My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.

We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back office Administration staff and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.

• Leading the day to day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team members
• Leading the recruitment and onboarding process and conducting performance reviews and appraisals in line with company objectives
• Using a Diary Management System to allocate and track incoming work across the Administration teams
• L...