IFA Administration Manager

  • Job Reference: 00023547-1
  • Date Posted: 16 October 2020
  • Recruiter: CV-Library
  • Location: United Kingdom
  • Salary: £23,000 to £30,000
  • Sector: Accounting, Banking & Financial Services, Insurance & Superannuation, Covid-19
  • Job Type: Permanent

Job Description

IFA Administration Manager
South Yorkshire

Are you a financial expert with senior IFA Admin experience looking for your next challenge? If so, and if you're based in South Yorkshire, this full-time IFA Administration Manager role is the perfect opportunity.

Search is delighted to be partnering with a successful, inclusive wealth management company looking for an IFA Administration Manager who will work between all the functions of the business.

If you'd have been working in this role last week, here are the types of responsibilities you would have had:

Managed client service to the highest standards
Liaised with clients, suppliers and visitors (reviewed regularly due to current COVID-19 restrictions)
Supervised and monitored productivity of the administration team
Identified training needs and CPD
With IFA Administrator experience, you'll be able to provide support with recruitment needs, ensure data protection is adhered to, support compliance and manage senior IFA admin tasks.

Do you have what it takes?

We're seeking an experienced candidate who has either been responsible for managing a financial planning office or someone senior within compliance, administration or paraplanning looking to take a step in team management. Ideally, you will be suitably qualified to work within a financial planning practice in an administration/management function through CII, with a competent knowledge of Intelligent Office back-office system.

Benefits of the role:

A generous negotiable salary is on offer with the level of benefits you'd expect from a successful company, including a discretionary profitability bonus, excellent training and development opportunities and the chance to work with a strong and knowledgeable team.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age