Overview
Job Title: IFA Admin Manager
Location: Exeter
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.
Responsibilities
* Oversee a team of support staff across 2 offices.
* Ensure smooth client onboarding and accurate record-keeping.
* Manage day-to-day operations and improve processes to enhance client experience.
* Collaborate with the Head of Client Support on leadership and process improvements.
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
* Discretionary annual bonus
* Employer pension contribution
* 25 days annual leave (plus Bank Holidays), with ability to buy/sell up to 5 days
* Volunteering day each year
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Management and Finance
How to discuss this opportunity
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
#J-18808-Ljbffr