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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 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 that you can apply them effectively in a leadership role. We want to see you shine!
✨Tip Number 3
Practice your leadership skills! Think of examples from your past experiences where you motivated a team or improved processes. This will help you stand out as a candidate who can enhance client experience and manage operations smoothly.
✨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 love seeing candidates who are well-versed in these areas, so make it stand out!
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 appreciate a personal touch, so let your personality come through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
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
Since this position requires excellent organisational and time management skills, be ready to discuss how you prioritise tasks and manage multiple responsibilities. Consider sharing specific strategies or tools you use to stay organised.
✨Focus on Client Experience
The role emphasises enhancing client experience, so think about how you've contributed to this in past roles. Be prepared to discuss ways you've improved client onboarding or maintained high-quality service, as this will resonate well with the interviewers.
