Hybrid Senior IFA Administrator (6-month FTC) bei TFAS Enterprises Ltd
TFAS Enterprises Ltd · Leeds, Vereinigtes Königreich · Hybrid
- Junior
- Optionales Büro in Leeds
At TFAS Wealth, we pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. TFAS Wealth is committed to offering a holistic approach to our client’s financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible.
The Administrator will be responsible for being the lead point of contact for the Administration Team, ensuring that Service Level Agreements are met at a high level and that a client centric approach is taken in all communication and interactions with clients. The successful candidate will understand and appreciate the importance of relationship building and will have exceptional drive and determination as well as being methodical and hard working. The role will include ‘leading from the front’ and the candidate should have the knowledge and ability to complete administrative tasks in support of the advice operation and to train and mentor other members of the team as required. Candidates will have impeccable written communication skills, very good attention to detail and a strong ability to multi-task and prioritise workload.
The Administrator will be responsible for being the lead point of contact for the Administration Team, ensuring that Service Level Agreements are met at a high level and that a client centric approach is taken in all communication and interactions with clients. The successful candidate will understand and appreciate the importance of relationship building and will have exceptional drive and determination as well as being methodical and hard working. The role will include ‘leading from the front’ and the candidate should have the knowledge and ability to complete administrative tasks in support of the advice operation and to train and mentor other members of the team as required. Candidates will have impeccable written communication skills, very good attention to detail and a strong ability to multi-task and prioritise workload.
- 37.5 hours per week Monday to Friday - standard working hours 09:00 - 17:30 (16:00 Friday Finish)
Key Responsibilities
- Team Leadership: Being a leader within the team, promoting a culture of collaboration, efficiency, and continuous improvement to achieve business targets.
- Performance Monitoring: Monitoring performance metrics to assess and improve operational effectiveness.
- Problem Resolution: Addressing operational challenges promptly, providing solutions, and fostering a proactive problem-solving environment.
- Stay Informed: Keep abreast of new product, technical, and legislative changes within the marketplace to ensure up-to-date knowledge.
- Documentation Accuracy: Complete all documentation with precision and accuracy.
- Performance Standards: Maintain performance standards in accordance with Service Level Agreements.
- Mentorship and Training: Provide mentorship and training to the Administration Team, contributing to the development of their skills and knowledge.
- Communication and Collaboration: Facilitating effective communication and collaboration between different departments to ensure seamless coordination and information flow.
- Regulatory Compliance: Ensuring strict adherence to regulatory requirements and standards.
Skills, Knowledge and Expertise
Qualifications
Desirable: Chartered Insurance Institute or equivalent qualifications are highly desirable at diploma or advanced diploma level.
Desirable: Chartered Insurance Institute or equivalent qualifications are highly desirable at diploma or advanced diploma level.
Experience
Essential:
Financial services experience.
Essential:
Financial services experience.
Strong understanding of financial products, regulations, and market dynamics.
Implementation of pension applications and transactions
Desirable:
Experience in technical training of a Financial Services administration team and creating efficiencies using systems and processes.
Experience in technical training of a Financial Services administration team and creating efficiencies using systems and processes.
Familiarity with major providers such as Aviva, Fidelity, L&G, Aegon, Standard Life and Prudential – to name a few.
Skills
- Strong communication skills
- Strong attention to detail
- Excellent interpersonal skills
- Excellent time management and organisation skills
- Ability to act professionally, with an enthusiastic and positive attitude.
- Show determination, the ability to self-motivate and influencing skills.
- Commercial awareness.
- Technological Proficiency
Behaviours
Our Company Behaviours are central to our culture and pivotal to our success. We're not just looking for employees; we're looking for individuals who embody our values and want to contribute to our shared mission.
Open – Relate and communicate with others, adapting your style to everyone.
Positive – Being optimistic and encouraging a positive mindset.
Professional – Exhibiting a courteous, conscientious, and business like manner.
Leadership – Drive the company vision and positively influence those around you.
Cooperative – Work together and support each other to learn and grow.
People Focused – Delivering the best service and adding value to our clients
Our Company Behaviours are central to our culture and pivotal to our success. We're not just looking for employees; we're looking for individuals who embody our values and want to contribute to our shared mission.
Open – Relate and communicate with others, adapting your style to everyone.
Positive – Being optimistic and encouraging a positive mindset.
Professional – Exhibiting a courteous, conscientious, and business like manner.
Leadership – Drive the company vision and positively influence those around you.
Cooperative – Work together and support each other to learn and grow.
People Focused – Delivering the best service and adding value to our clients
What We Offer You...
- 25 days annual leave (Pro-Rated) plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
- 4pm Finish on a Friday
- 5% Employer pension contribution
- Access to our Employee Assistance Programme with Health Assured
- Opportunities for continuous professional development.
- Regular social events throughout the year
- Free mortgage advice
- 4x Death in Service Cover
