IFA Administration Manager

  • Shortlist
Location Cambridge , Cambridgeshire
Sector Financial Services
Salary £30,000 - £35,000 Per Annum
Type Permanent
Consultant Lucy Evans
Ref 57187

The opportunity for a Client Administration Manager to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.

The Opportunity

  • Fully understand the processes and procedures of the team to ensure effective management support is provided.
  • Working strategically with all teams to meet the demands of the business
  • Collaborating with Senior Client Administrators to ensure day to day work is distributed throughout teams and workload targets are monitored and met
  • Working with all areas of the business to enable the administration team to have good working relationships with the staff team and facilitate delivery of an excellent client experience
  • Liaising with external providers on issues or projects as required
  • Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA)

What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have –

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired

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: Client Services Administrator, Sales Support, IFA Administrator, Administration Manager, Client Administration Manager