IFA Practice Manager

IFA Administration Manager - Wokingham, South East England

Ref: 1529Monday 24 June 2024

Up to £50,000

Are you ready to lead, inspire, and drive excellence? Look no further! Our dynamic Financial Services Practice is on the hunt for a Practice Manager to join their high-performing team.

IFA Administration Manager salary is up to £50,000

They are not your run-of-the-mill financial firm. The team prides themselves on delivering tailored financial planning and investment management to there valued clients. As they look to expand rapidly, you’ll be at the forefront of the success story. Your impact will be felt across the organisation.

What We’re Seeking:

A Practice Manager with a background in IFA support. You’ve cut your teeth in the industry, and now you’re ready to take the reins. Here’s what you’ll be doing:

Guide and inspire team members. Your leadership will shape their growth.

Scout top talent for admin and paraplanners for the support function of the business.

Keep the team sharp. Monitor CPD, identify training needs, and deliver impactful sessions.

Create KPIs that keep the business on track. Monitor staff case load and performance.

Policy Adherence: Ensure everyone’s playing by the rules. Regulatory changes

Client First: Clients are the heartbeat. You’ll ensure that every action, every decision, puts them front and centre.


To be considered:

Proven office management experience within a Wealth Management organisation

Ability to motivate and coach teams to perform at a high level

Excellent organisational, communication and interpersonal skills

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