Senior Ifa Administrator / Office Manager

Salary: £26,000 per year

My client is a Financial Advisory firm providing 1st class Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas.
We are currently seeking an experienced Senior IFA Administrator / Office Manager to oversee a multi-functional team dealing with Administration, Valuations, Anti-money Laundering and other office duties as required by management or the Advice teams. You will have a flexible approach to working with the key ability to guide and mentor other team members.
Key responsibilities:
* Supervising the financial services administration team, monitoring its effectiveness and identifying improvements
* Maintaining, documenting and implementing new office processes as appropriate
* Creating and maintaining effective working relationships with clients, colleagues and management
* Creating, implementing and maintaining any templates broadly used across the department
* Working with the IFAs to identify new business opportunities within the existing client bank, accountancy practice clients and beyond to help maximise the potential of the department
* Liaising with the advisors throughout the advice process
* Providing portfolio and fund analysis reports to advisors prior to client meetings
* Dealing with platforms and product providers to obtain information about existing and potential investments
* Researching investments, fund options, pension transfers, retirement options, mortgages, life assurance and income protection (due diligence & buy lists)
* Suitability Report/Annual Review writing as well as putting together reports from other paraplanners with all enclosures and binding for presentation (if busy or needed).
* Preparation and completion of all forms and necessary paperwork to go with reports
* Attending bimonthly departmental meetings and managing administration team meetings as required, minuting the meetings.
* Prioritising workload effectively and allocating work to support staff to ensure efficient and smooth running of the business and the even distribution of work;
* Monitoring the work of staff and identifying training needs in order to minimise error rates and promote a “right first time”, quality assured service;
* Setting clear performance objectives and competency standards for staff and objectively appraising their performance against these each quarter;
* Providing objective and constructive feedback to staff that enables them to develop, dealing promptly and fairly with poor performance;
* Attending courses when required and maintaining an adequate level of CPD to ensure compliance with FCA and professional body requirements and develop personal skills.
* Representing and promoting the firm in formal and informal situations, attending seminars and networking events as a representative of the firm.
You will have 3+ years experience in a Senior Administrator role within an IFA firm, and ideally have some experience of Team Leading with a key focus on customer services. Ideally you will have working knowledge of the systems used within the business, or similar, Intelligent Office, O&M profiler, Capita/Synaptics, Iress exchange, F E Analytics and knowledge of platforms. You should have strong IT skills with knowledge of Microsoft Office. You’ll be educated to a minimum of GCSE with good grades in English & Maths, and you’ll either have a Diploma in Financial Planning, or be very close to achieving it / working towards it.