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- Tasks: Lead a team to deliver top-notch client support in financial planning.
- Company: Join a respected Wealth Management firm with a focus on excellence.
- Benefits: Enjoy a competitive salary, bonus, pension contributions, and generous leave.
- Why this job: Make a real difference in clients' financial journeys while developing your leadership skills.
- Qualifications: Experience in financial services and strong leadership abilities required.
- Other info: Hybrid working and professional development support available.
The predicted salary is between 36000 - 54000 £ per year.
Job Title: IFA Admin Manager
Location: Bath
Salary: £42,000 to £45,000 + Bonus
All potential candidates should read through the following details of this job with care before making an application.
This is an opportunity to join a highly regarded Wealth Management firm as a Client Support Manager, leading the administrative functions that underpin first-class financial planning services.
You’ll oversee a team of support staff across 2 offices, ensuring smooth client onboarding, accurate record-keeping, and efficient day-to-day operations. Working closely with the Head of Client Support, you’ll focus on leadership, process management, and enhancing client experience.
The Required Skills & Experience:
- Proven experience in financial services administration within financial planning or wealth management
- Strong understanding of FCA regulations and compliance requirements
- Excellent organisational and time management skills
- Leadership experience with the ability to motivate and manage a team
- High attention to detail and commitment to delivering quality service
What’s on Offer:
- Discretionary annual bonus
- Employer pension contribution
- 25 days annual leave (plus Bank Holidays), with ability to buy/sell up to 5 days
- Group Life Cover at 4x salary
- Exam support for professional development
- Volunteering day each year
- Hybrid working
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
IFA Admin Manager employer: Capio Recruitment
Contact Detail:
Capio Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Admin Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on showcasing your leadership experience and how you can enhance client experience, as these are key for the IFA Admin Manager role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge. Plus, it shows you’re proactive and serious about landing that job!
We think you need these skills to ace IFA Admin Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Admin Manager role. Highlight your experience in financial services administration and any leadership roles you've held. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can enhance client experience. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Attention to Detail: Since this role requires high attention to detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best work, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Capio Recruitment
✨Know Your Financial Services Inside Out
Make sure you brush up on your knowledge of financial services administration, especially within wealth management. Familiarise yourself with FCA regulations and compliance requirements, as these will likely come up during the interview.
✨Showcase Your Leadership Skills
Prepare examples that highlight your leadership experience. Think about times when you've motivated a team or improved processes. This role is all about managing a team, so demonstrating your ability to lead effectively will be key.
✨Demonstrate Organisational Prowess
Be ready to discuss how you manage your time and keep things organised. You might be asked about specific tools or methods you use to ensure smooth operations, so have some practical examples at hand.
✨Focus on Client Experience
Since this role involves enhancing client experience, think about how you've contributed to this in past roles. Prepare to share stories that illustrate your commitment to delivering quality service and how you’ve handled client onboarding.
