IFA Team Leader

Recruiter
Reed Insurance
Location
Worcestershire
Salary
28000.00 GBP Annual
Posted
16 Apr 2018
Closes
14 May 2018
Contract Type
Permanent
My Client is a well known group of companies who is looking to add to their IFA business and is seeking a Platform Investment Team Leader to join their expanding team. With offices based across the UK, they foster a culture of internal progression and offer exam support and will aid study up to Level 4 Diploma, with examination books paid for and fantastic benefits!

Duties include:

• Provide administration services for the enhance Service proposition
• Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice and the relevant FCA rules at all times;
• Comply with the relevant Compliance, TCF, T&C and Financial Crime Procedures of the firm at all times;
• Ensure all dealings with colleagues are carried out in a professional and courteous manner.

• Ensuring client records are accurate and kept up to date;
• Assist in the co-ordination of the portfolio changes to advisory clients on a quarterly basis;
• Assist in the co-ordination of regular communications with clients across the group;
• Ensuring the Team are kept up to date with changes to the Platforms
• Cash management across the Platforms (where applicable);

Relevant Skills

• Analytical and numerical ability - able to analyse and interpret data, evaluate data and make recommendations based on data and market trends;
• Take personal responsibility for own professional development - maintain technical knowledge;
• Planning and organising skills - able to manage multiple tasks effectively;
• Able to prioritise and work under pressure to strict deadline;
• Attention to detail when producing data, reports, or other analysis;
• Strong written and oral communication skills, including ability to listen effectively;
• Able to identify, diagnose, prioritise and offer a variety of solutions to solve problems;
• Good team player - readily assists all members of the team to achieve team and individual objectives, particularly in busy periods.
• Will understand the need for confidentiality of information and will deal with personnel issues appropriately and sensitively.

Relevant Knowledge
• Knowledge of platforms (specifically Wrap platforms), financial products, firm services, issues regarding advice and regulation and compliance;

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