SKILLED IFA Financial Services Administration Manager CONTRACT ROLE CAMBERLEY AREA OFFICE BASED - Reed : Job Details

This role is a Temporary IFA Administration Manager ROLE linked to supporting the Administrators teams for an IMMEDIATE IFA ADMIN MANAGER WHO IS VERY STRONG ON THIS TOO. 

Skills and Qualifications REQUIRED: -

• Exceptional leadership and communication skills
• Proven experience in goal setting and supporting team to achieve desired outcomes
• Project management and change management experience
• Excellent performance and productivity management skills
• Willingness to adapt to changing situations
• Hands on approach
• Technically proficient

ROLE AND RESPONSIBILITIES: -

• To provide an efficient and productive administration service to advisers and clients with financial planning applications, transfers, money and fund movements, keeping clients informed of progress along the journey
• To manage, support and develop administration team staff including recruitment, performance monitoring and appraisals
• Develop and implement workflow processes that align with business standards
• Embrace new technologies and adapt workflow process to maximise use of company technology and efficiency
• Implementation of staff training and development plans aligned to role skills matrix
• Responsibility for timely and quality assured business submissions (Right First Time) working to a minimum requirement of 90% RFT submissions
• Ensure productivity targets are met operating within the business model 1:1 adviser to support personnel
• Workflow allocation and productivity monitoring
• Support to regional offices
• Build strong and effective business connections with key HO personnel to aid alignment of process
• To ensure AR reports are issued within company standard turnaround times and drive ARs to an under 30-day position
• Be a point of contact for clients and third parties dealing with general enquiries
• To administer IFA administration team tasks from pooled workflow on WARP
• Uphold business compliance standards
• Ensure all team members make positive contribution to (File grates, RFT, late submissions, withheld fees, learning hub modules etc)