IFA Administration Team Manager - Financial Services / Wealth Management

Job Location


Permanent, full-time

Type of Job

Published Date

1 July 2021, 21:30:00

Salford, Lancashire

About the job

Our client is one of the Uk’s leading Financial Advice firms and they are now looking to employ a Team Manager reporting to the Operations Manager.

You will oversee and manage the day to day operations of an administration team. To actively support the Operations Manager in the management, motivation and development of the team to ensure that they provide an efficient, effective and timely administration service to the firms advisers and their clients whilst adhering to FCA regulations and internal policies.

You will have proven administration skills, good knowledge of IFA procedures and systems, in addition to comprehensive product and technical knowledge. You will be responsible for the day to day oversight and management of the administration team. Acting as first point of contact for queries, managing workloads within the team and identifying training needs and areas for continuous improvement.

You will hold regular one to one’s meetings with individuals. Help produce MI reports to assist the Operations Manager and Senior Manager/s with collating and implementing the output from the MI reports on a regular basis. Auditing/ quality checks to carry out regular department audits, including monthly file reviews, in order to identify any errors.

Key Requirements

A good level of experience in an administration role within the financial services industry, ideally within an IFA

• Experience of leading or managing a team.
• Certificate in Financial Planning or an equivalent Financial Services qualification is desirable
• A good knowledge and understanding of a wide range of financial products, including employee benefits products.
• Good knowledge of regulatory requirements
• Experience of working within defined service standards, policies and procedures
• A proven track record in delivering excellent client satisfaction
• Excellent communication and interpersonal skills
• Excellent accuracy skills and attention to detail • Ability to build and develop effective working relationships at all levels
• Some experience of training on a one to one basis and in a group environment

In return there is a highly competitive salary c £30,000-£33,000 + DOE + a first-class benefits package. If you are an experienced team manager with a background in Financial Services and have experience of managing a minimum of 15 administrators or similar and you are looking for a new challenge please do send us your CV today.


Required skills

  • Administrative

  • Financial Planning

  • Financial Services

  • Team Leader

  • Team Management


£30,000 - £33,000 per annum, negotiable

About us

Financial Careers Ltd is recognised as one of the Financial Services industry’s fastest-growing recruitment agencies. With nationwide coverage, we have the capacity to build meaningful, long-lasting relationships with our clients and candidates. We are dedicated to providing you with sound career advice, finding solutions and solving recruitment problems.

We specialise in recruiting for the Financial Services industry and cover a wide range of roles and skillsets. Including, but not limited, to Financial, Mortgage Advisers, Paraplanners, Administration, Sales, Executive Support, Marketing, Operations, Compliance, Pensions, Employee Benefits, Business Development, IT, Digital, Project Management, and Business Transformation.

We cover permanent, contract and interim positions. Whether you are a client or a candidate, we pride ourselves on being honest, realistic and straightforward to deal with.

All of our consultants have many years of recruitment experience and excellent knowledge of the UK Financial Services industry. Please get in contact with us today.