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For Companies At a Glance
- Tasks: Lead a team to ensure top-notch client support and smooth operations.
- Company: Join a respected Wealth Management firm with a focus on excellence.
- Benefits: Enjoy a competitive salary, bonus, generous leave, and hybrid working.
- 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: Great opportunities for professional development and a supportive work environment.
The predicted salary is between 36000 - 42000 £ per year.
Job Title: IFA Admin Manager
Location: Exeter
Salary: £42,000 to £45,000 + Bonus
Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.
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 hunt for an IFA Admin Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on FCA regulations and compliance requirements. Show that you’re not just familiar with the rules but can also apply them in real-world scenarios. This will demonstrate your expertise and commitment to quality service.
✨Tip Number 3
When you get an interview, don’t just talk about your experience—share specific examples of how you've led teams and improved processes in previous roles. This will highlight your leadership skills and ability to enhance client experience, which is key for this position.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining a top-notch Wealth Management firm like ours.
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: In a role that 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 Stuff
Make sure you brush up on your knowledge of FCA regulations and compliance requirements. Being able to discuss these confidently will show that you’re not just familiar with the industry, but that you’re also serious about maintaining high standards in financial services.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led a team in the past. Think about specific challenges you faced and how you motivated your team to overcome them. This will demonstrate your ability to manage and inspire others, which is crucial for the IFA Admin Manager role.
✨Highlight Your Organisational Skills
Be ready to discuss your time management strategies and how you keep things organised. You might want to share a system or tool you use to ensure smooth operations, especially when it comes to client onboarding and record-keeping.
✨Focus on Client Experience
Think about ways you’ve enhanced client experiences in previous roles. Be prepared to share specific examples of how you’ve improved processes or services that directly benefited clients. This will show that you understand the importance of client satisfaction in wealth management.
