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For Companies At a Glance
- Tasks: Lead operations and manage the sales support team for private clients.
- Company: Join a successful wealth management firm in South London with a strong reputation.
- Benefits: Enjoy a dynamic work environment with opportunities for training and development.
- Why this job: Be part of a well-established team making a real impact in wealth management.
- Qualifications: Must have senior operations/admin experience in an IFA; flexibility and innovation are key.
- Other info: Experience with Intelligent Office or similar software is a plus.
The predicted salary is between 43200 - 72000 £ per year.
Our clients are a long established and successful wealth management business based in South London who service Private and Corporate clients across the UK. The role will be to run the operations of the private client business and manage the private client sales support administration team.
Duties will include:
- Overseeing the IT CRM system
- Staff training and development
- Providing operational support
- Ensuring administration procedures are in place and followed across the business
Candidates must have experience as a senior operations/admin manager within an IFA. They must be flexible, innovative, and possess excellent interpersonal skills. Experience using Intelligent Office or similar software would be advantageous. This is an excellent opportunity to join a successful, well-established IFA Wealth Manager with a strong record of success.
IFA Administration/Operations Manager employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administration/Operations Manager
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience in IFA operations. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with Intelligent Office or similar CRM software. Consider taking an online course or tutorial to enhance your skills, as this knowledge will be beneficial during interviews and in the role itself.
✨Tip Number 3
Prepare to discuss your previous experience in managing teams and operations within an IFA context. Think of specific examples where you improved processes or led successful projects, as these will demonstrate your capability for the role.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, services, and recent developments in the wealth management industry to show your genuine interest and alignment with their goals.
We think you need these skills to ace IFA Administration/Operations Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in operations and administration management, particularly within the IFA sector. Use specific examples that demonstrate your skills in overseeing IT systems and managing teams.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your passion for the role. Mention your experience with CRM systems like Intelligent Office and how it can benefit the company.
Highlight Interpersonal Skills: In both your CV and cover letter, emphasise your excellent interpersonal skills. Provide examples of how you've successfully trained and developed staff or improved team dynamics in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application to eliminate any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your IFA Operations
Make sure you understand the ins and outs of IFA operations. Familiarise yourself with the specific duties mentioned in the job description, such as managing a sales support administration team and overseeing IT CRM systems. This will show your potential employer that you're not just interested in the role, but that you have the knowledge to excel in it.
✨Showcase Your Leadership Skills
As an Administration/Operations Manager, you'll need to demonstrate strong leadership abilities. Prepare examples from your past experiences where you've successfully led a team, implemented training programmes, or improved operational processes. This will highlight your capability to manage and develop staff effectively.
✨Be Ready to Discuss Software Proficiency
Since experience with Intelligent Office or similar software is advantageous, be prepared to discuss your familiarity with these tools. If you have used them in previous roles, share specific examples of how you utilised the software to improve efficiency or streamline operations.
✨Prepare Questions for the Interviewer
Interviews are a two-way street, so come prepared with insightful questions about the company and the role. Ask about their current challenges in operations or how they envision the future of their private client business. This shows your genuine interest and helps you assess if the company is the right fit for you.
