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For Companies At a Glance
- 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 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 42000 - 45000 £ per year.
Job Title: IFA Admin Manager
Location: Bath
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. Show that you’re not just familiar with the rules but can also apply them in real-world scenarios. We want to see you shine as a knowledgeable candidate!
✨Tip Number 3
Practice your leadership skills! Think of examples where you've motivated a team or improved processes. Being able to demonstrate your experience in managing support staff will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
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!
Showcase Your Compliance Knowledge: Since understanding FCA regulations is key, don’t forget to mention any relevant experience you have with compliance. We’re keen on candidates who can navigate these waters smoothly, so let us know how you’ve done this in the past.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your organisational skills will enhance our client experience. We love seeing enthusiasm and a personal touch!
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Let’s make it easy for both of us!
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 a good fit for the role, but that you’re genuinely interested in the industry.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be prepared to share examples of how you've successfully led others in the past. Think about specific situations where you motivated your team or improved processes, and be ready to discuss them in detail.
✨Demonstrate Organisational Prowess
Highlight your organisational and time management skills during the interview. You might want to prepare a few anecdotes that illustrate how you’ve effectively managed multiple tasks or projects simultaneously, especially in a fast-paced environment.
✨Focus on Client Experience
This role is all about enhancing client experience, so come armed with ideas on how to improve client onboarding and support. Discuss any previous experiences where you’ve made a positive impact on client satisfaction, as this will resonate well with the interviewers.
