UA-185291695-1 IFA Administration Manager, Jobs, 319

IFA Administration Manager

IFA Administration Manager - Bath, South West England

Ref: 319Friday 5 November 2021


  • Salary £40,000 DOE
  • 25 days annual leave, increasing with service
  • Annual Leave buy and sell scheme
  • 4 x Life Assurance
  • Company Pension Scheme or Salary Sacrifice
  • PMI
  • Cash Plan
  • Group Income Protection
  • Dress down Fridays
  • Charity fundraising events
  • Social Clubs
  • Work from home 3 days a week

About the opportunity:

A national Independent Financial Advisers are hiring for an IFA Administration Manager who will be responsible for leading a team of experienced Wealth Client Executives to deliver and maintain excellent client service and support to our Financial Planners.

In this role you will lead and support the team, deliver ​efficient ways of working and support the management of change as we develop the way we work for the future. This role is ideal for someone who has previously worked in a similar role.

What is required:

  • Proven experience within a similar position
  • Full FPC or equivalent CF qualifications
  • Knowledge of Intelliflo Office (iO) back office database would be an advantage