IFA Administration Manager - Northampton - Flexible Salary DOE
Benefits:
* Pension contributions matched at 10% (increases to 6% after successful probation)
* PMI, PHI, and Death in Service schemes after probation
* Onsite parking and gym facilities
* Holiday trading
* Cash plans
* Childcare vouchers
* Employee assistance program (EAP)
* Cycle to work schemes
* Dental Insurance
* Travel Insurance
* Discount / purchase schemes
We are working alongside a Chartered Financial Planning Firm, Discretionary Asset Manager, and Tax Planning Specialist who are looking to add an experienced Admin Manager to the wealth department. The business caters to high net worth and ultra-high net worth individuals, providing comprehensive financial services.
Roles and Responsibilities: As the Administration Manager, you will:
1. Manage and lead the administration team, providing daily support, training, and work allocation.
2. Oversee the back-office system, ensuring its efficient operation and acting as the main administrator for provider software.
3. Maintain up-to-date client files (both electronic and paper) and request information from insurance and investment companies.
4. Prepare valuation and review packs for clients and update them on their requests or work undertaken on their behalf.
5. Liaise with team managers on behalf of the Wealth Manager to ensure timely completion of work
To be considered for this role, you will need to have management experience within a financial planning firm.
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Office Manager, Practice Manager, Administration Manager, Admin Manager, Operations Manager, Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support