Ifa admin manager

Job Description

Job Title: IFA Admin Manager

Location: Exeter

Salary: £42,000 to £45,000 + Bonus


This is an opportunity to join a highly regarded Wealth Management firm as a Client Support Manager, leading the administrative functions that underpin first-class financial planning services.

You’ll oversee a team of support staff across 2 offices, ensuring smooth client onboarding, accurate record-keeping, and efficient day-to-day operations. Working closely with the Head of Client Support, you’ll focus on leadership, process management, and enhancing client experience.


The Required Skills & Experience:


* Proven experience in financial services administration within financial planning or wealth management
* Strong understanding of FCA regulations and compliance requirements
* Excellent organisational and time management skills
* Leadership experience with the ability to motivate and manage a team
* High attention to detail and commitment to delivering quality service


What’s on Offer:


1. Discretionary annual bonus
2. Employer pension contribution
3. 25 days annual leave (plus Bank Holidays), with ability to buy/sell up to 5 days
4. Group Life Cover at 4x salary