Create Email Alert

ⓘ There was an unexpected error processing your request.

Please refresh the page and try again.

If the problem persists, please contact us with your issue.

Email address is already registered

You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.

Would you like to [visit your alert settings] now?

Success! You're now signed up for Job Alerts

Get ready to discover your next great opportunity.

Similar Jobs

  • Premier Jobs UK Limited

    IFA Acquisition Team Leader

    Newcastle Upon Tyne

    This remote based, IFA Acquisition Team Leader job is ideal for individuals experienced within IFA firms and managing the novation of clients As IFA Acquisition Team Leader, you will lead the operations team focused on integrating and novating their current and future acquisitions. As such your responsibilities will include: Be first line support f

    Job Source: Premier Jobs UK Limited
  • Templegate recruitment

    IFA Administrator

    Jesmond

    TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: IFA Administrator Location: Newcastle Upon Tyne Salary: £25,000 Upwards Benefits: * 21 days holidays * Health Care Plan * Group DIS * Pension Auto Enrolment * Office Based About the Company: Our client was among the first firms in the North East to achieve Chartere

    Job Source: Templegate recruitment
  • Westray Recruitment Group

    Team Leader

    Washington

    WHAT IS IN IT FOR YOU £32k (circa) per annum Hours: Double days 6-2 / 13.45 – 21:30 5 days per week, overtime where required Permanent contract 26 days holiday + bank hols Excellent company pension scheme 4 x death in service Business bonus and profit share incentives Subsidised canteen and cafeteria Secure on-site car parking THE BUSINESSThis is a

    Job Source: Westray Recruitment Group
  • Cooplands

    Team Leader

    Morpeth

    • Ending Soon

    Role: CooplandsTeam Leader Location: Morpeth, NE61 2FD Hours: Up to 24 hours Available/ Permanent Hourly Rate: £12.25 Company : Cooplands Bakery What will my role look like? We are looking for a dedicated Team Leader who can lead, inspire and motivate a team to join our welcoming Cooplands bakery! Our Retail Team Leaders are responsible

    Job Source: Cooplands
  • Cooplands

    Team Leader

    North Shields

    • Ending Soon

    Role: Cooplands Team Leader Location: North Shields, NE29 6QA Hours: Up to 30 hours Available/ Permanent Hourly Rate: £12.25 Company : Cooplands Bakery What will my role look like? We are looking for a dedicated Team Leader who can lead, inspire and motivate a team to join our welcoming Cooplands bakery! Our Retail Team Leaders

    Job Source: Cooplands
  • Westray Recruitment Group

    Team Leader

    Newcastle Upon Tyne

    WHAT IS IN IT FOR YOU Guaranteed shifts every week Available overtime Opportunity to work for a leading brand name Subsidised canteen on site Free parking onsite Temp to Perm for the right candidates This role pays £11.44 per hour. THE BUSINESSWestray Recruitment Group is seeking Warehouse Assistants to work on an ongoing basis for our client based

    Job Source: Westray Recruitment Group
  • Ernest Gordon Recruitment Limited

    Office Admin Survey Team

    Durham

    Office Administrator (Survey Team) Houghton Le Spring (Durham) £25,000 + Pay Rises + Progression + Training Are you an Office Admin looking to join one of the leading Eco Technology business in the North East? Do you want to work in one of the best voted places to work in Durham? On offer is the opportunity for an Office Administrator to join a wel

    Job Source: Ernest Gordon Recruitment Limited
  • NJR Recruitment

    Financial Adviser - Employed

    Newcastle Upon Tyne

    Financial Adviser Newcastle £45,000 - £60,000 + Bonus Our Client is a highly successful and innovative IFA Practice who are based in the Newcastle region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an expe

    Job Source: NJR Recruitment

IFA Admin Team Leader

Newcastle Upon Tyne

This hybrid, IFA Administrator Team Leader job in Newcastle is ideal for an experienced IFA Administrator looking to take the next step in their career and, join a growing company which has exciting plans ahead!

You will be ensuring the Administration team runs smoothly and effectively whilst being a safe and motivational environment to work in. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.

As an IFA Administrator Team Leader, you will be focused on ensuring efficient administrative support. Your responsibilities will include:

Ensuring the working environment runs smoothly and effectively in line with internal policy and regulation.

Manage all aspects of administrative work to ensure high quality service to advisors and clients in line with agreed SLA’s

Identify and manage development needs if the team and implement training plans if needed,

Assist and support with Recruitment.

Undertake quality assessment on work completed by the team members to ensure high quality work is produced

The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc.

IFA Administrator Team Leader Requirements

You should have 3+ years’ experience as an Administrator within a financial planning firm

You should have team leader experience

You should have good knowledge of financial planning processes and how a Financial Advisor operates.

You should be motivated by the prospect of joining a growing business and the exciting change this brings

The Company

This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.

IFA Administrator Team Leader Benefits

Salary of £35,000 - £40,000

Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10% and 28 days holiday + bank holidays, rising up to 30 days

Hybrid working with 60/40 split of office and home working

37.5 hours per week

Excellent career progression, with individual development plans shaped around your desired career path

Locations

Newcastle

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Apply

Create Email Alert

Create Email Alert

IFA Admin Team Leader jobs in Newcastle Upon Tyne

ⓘ There was an unexpected error processing your request.

Please refresh the page and try again.

If the problem persists, please contact us with your issue.

Email address is already registered

You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.

Would you like to [visit your alert settings] now?

Success! You're now signed up for Job Alerts

Get ready to discover your next great opportunity.