IFA Acquisition Team Leader
Warwick
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 for escalations regarding novation and operation support queries
Be first line manager for the operations team
Responsible for the teams combined projects providing regular updates to the Head of Operation
Complete validation checks to ensure the plans have been correctly novated
Support the wider operations team when required
This role can also be available as a Senior Acquisitions Support, without the first line manager responsibilities, if preferred
IFA Acquisition Team Leader Requirements
You must have experience of novating clients / onboarding acquisitions within a financial planning firm
Individuals with experience of working for a national firm would be preferred
You should have team leader experience (if applying for this responsibility)
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 Acquisition Team Leader Benefits
Salary in the region of £35,000
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 24 days holiday + bank holidays, rising up to 30 days
Remote based with 10% travel required
37.5 hours per week
Excellent career progression, with individual development plans shaped around your desired career path
Locations
Remote based
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