Job Location : Gerrards Cross, UK
This Senior IFA Administrator / Team Leader job in Gerrards Cross provides opportunity to join a well-established IFA firm, providing holistic financial planning to private clients.
You will be working closely with the Principal Financial Advisor, acting in a team leader capacity, whereby you will be managing the team workflow. As such, you will be delegating tasks and also hosting regular team catch ups to identify outstanding actions and where additional support is needed.
In addition, you will be a key point of contact for clients, to assist with smoothing over any queries when the Principal Financial Advisor is unavailable.
Alongside other support staff, you will be focused on supporting a busy Financial Advisor, who writes a significant level of business. You will play a key role in ensuring the team appropriately prepare the Financial Advisor for client meetings and actioning post meeting tasks.
Senior IFA Administrator / Team Leader Requirements
The Company
This well established independent financial advisory firm has an excellent reputation for providing high quality financial planning to private clients. The business is led by a highly experienced Director and Financial Advisor. To ensure the business continues to provide high quality service, they are keen to recruit an IFA Administrator to join their team
Senior IFA Administrator / Team Leader Benefits
Locations
Gerrards Cross
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Salary : 40000 - 45000
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