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IFA Administration Manager

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IFA Administration Manager

Salary: £27,000 - £32,000

Boutique Chartered IFA Practice based in Chester, Cheshire looking to recruit an IFA Administration Manager to oversee a small team of Administrators and a Paraplanner.

Overview:

The Administration Manager role will involve managing a back office administration team who supports the Financial Advisors & Directors.

Duties will include:

  • Management of back office Administration staff and workflow.
  • Driving productivity and making sure work is fully compliant.
  • Preparing management information and assessing client administration.
  • Holding annual appraisals, 1 to 1’s and supporting staff career development.

Key Skills required:

  • Ideally management background. i.e Administration Manager or Sales Manager within the banking industry, Wealth Management Practice or product provider.
  • Ideally Financial Services Compliance knowledge but not essential.
  • Used to working in a busy office environment.

Please click to apply:

Permanent
1 August 2022
Financial Planning
IFA Admin Manager
Cheshire, Chester
£27,000 - £32,000