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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, generous leave, and professional development support.
- 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 a volunteering day each year for a balanced lifestyle.
The predicted salary is between 42000 - 45000 £ per year.
Job Title: IFA Admin Manager
Location: Exeter
Salary: £42,000 to £45,000 + Bonus
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 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. Since this role is all about ensuring smooth operations, showing that you’re well-versed in these areas will definitely impress potential employers.
✨Tip Number 3
Showcase your leadership skills! Be ready to discuss how you've motivated and managed teams in the past. Employers love to see candidates who can not only lead but also enhance client experiences through effective team management.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge over other candidates. Let’s get you that IFA Admin Manager position!
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 match what we're looking for!
Showcase Your Skills: In your cover letter, don’t just list your skills—show us how you’ve used them! Talk about specific examples where you've improved processes or enhanced client experiences. This will help us see the real impact you can make.
Mind the Details: Attention to detail is key in this role, so make sure your application is free from typos and errors. A polished application reflects your commitment to quality service, which is exactly what we value at StudySmarter.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Capio Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services administration and FCA regulations. Being able to discuss these topics confidently will show that you’re not just familiar with the basics, but that you truly understand the intricacies of the role.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be prepared to share specific examples of how you've successfully led teams in the past. Highlight your ability to motivate others and improve processes, as this will resonate well with the interviewers.
✨Demonstrate Organisational Prowess
Bring along examples of how you've managed multiple tasks or projects simultaneously. Discuss your time management strategies and how you ensure accuracy in record-keeping, as these are crucial for the IFA Admin Manager position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client onboarding and enhancing client experience. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values.
