IFA Administration Manager

IFA Administration Manager - Wokingham, South East England

Ref: 1543Wednesday 20 March 2024

Up to £45,000

Seeking an Experienced Administration Manager

Join a firm that champions the financial wellbeing of its clients and specialises in pensions and family wealth planning. With over 20 years of industry experience, they are dedicated to delivering exceptional service and outcomes for every client.

The salary is up to £45,000 (this is an office based role 5 days a week)

The Role: As an Administration Manager, you’ll lead a team within a rapidly growing Financial Services Practice known for its personalised financial planning and investment management services.


What is on Offer:

  • A chance to manage and mentor a dedicated team of administrators.
  • A role that includes comprehensive people management, from training to recruitment.
  • The opportunity to contribute to a company that puts clients first and strives for excellence in service.


Your Responsibilities:

  • People Management: Lead a team of 4 (expanding to 6), providing inspiration and managing performance to meet business expectations.
  • Recruitment: Take charge of expanding the administration team.
  • Workflow Management: Oversee the team’s daily tasks, ensuring efficiency and quality.
  • Learning & Development: Monitor and support the team’s professional growth.


To be considered:

  • Experienced in IFA support team management.
  • Possess strong organisational, management, and communication skills.
  • Committed to providing top-tier client service.
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