IFA Financial Administration Manager Role – CAMBERLEY CONTRACT ROLE OFFICE BASE

This role is a Temporary CONTRACT IFA Administration Manager ROLE linked to supporting the Administrators teams for an IMMEDIATE IFA ADMIN MANAGER WHO IS VERY STRONG ON THIS TOO. IF YOU ARE GREAT AND HAVE THE SKILLED AND ARE IMMEDIATE, PLEASE STEP IN TO THE OFFICE BASED ROLE.

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)

Despite the short time this is a wonderful LOVELY company and opportunity for a skill IFA Administration Manager.