Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead and mentor a team of Client Relationship Managers to deliver exceptional financial planning services.
- Company: Join Wealth Matters, an award-winning financial planning firm known for innovation and client success.
- Benefits: Enjoy a competitive salary, bonuses, hybrid working, 26.5 days holiday, and support for professional development.
- Why this job: Be part of a dynamic team that values growth, collaboration, and making a real impact in clients' lives.
- Qualifications: Experience as an IFA Administrator with leadership skills and a passion for customer service is essential.
- Other info: No agencies, direct applications only; potential for salary increases with professional exams.
The predicted salary is between 36000 - 66000 £ per year.
The Role: I am recruiting an IFA Administration Manager (Senior Client Relationship Manager/Senior IFA Administrator) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1)). Working in a collaborative, fast paced and client focused team, you will oversee the team of IFA Administrators (known internally as Client Relationship Managers), as well as working closely with the Head of Advice, Delivery and Development, supporting her in delivering an exceptional financial planning service to Wealth Matters’ clients. As the IFA Administration Manager you will support, mentor, train and develop your team, overseeing workflow, process, quality and compliance. Working alongside your team you will develop client relationships, prepare for client meetings and action all tasks arising, ensuring all work is completed to a high standard and to tight deadlines and that clients are receiving the best service possible. The Person: The successful IFA Administration Manager will be an experienced IFA Administrator / Financial Planning Assistant, with some supervisory, team leadership or management experience. They will be a motivational leader and an emotionally intelligent and supportive line manager, who is embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They will be articulate, analytical and aspirational, keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly. Salary and Benefits: £42-55,000 (depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to support your continued professional development and fund professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed). The Company: Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999. IFA Administration Manager (Senior Client Relationship Manager, Senior IFA Administrator), responsibilities include: * Mentor, lead, motivate and manage a team of Client Relationship Managers (CRMs), ensuring the delivery of an exceptional financial planning service and promoting a high performance, client first culture. * Oversee the induction and on-boarding of new CRMs. * Identify and implement training needs, ensuring your team are up to date on changes within the company and the wider industry. * Ensure the CRMs accurately follow processes (internal and client related), delivering high quality, client focused work and adhering to compliance standards. * Identify and implement process improvements and efficiencies that improve workflow, strengthen client relationships and enhance team performance. * Support the evolution of the service proposition through the smart use of technology. * Work closely with the Head of Advice, Delivery and Development, supporting her in delivering an exceptional financial planning service to her clients. * Develop relationships with clients, arrange meetings and be the main point of contact for any queries on their portfolio. * Assist with pre and post Financial Planning Meeting preparation, including researching clients’ existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies. * Process new business application forms, proposals and supporting documentation and contract administration of recommended products (pensions, ISA’s, Investments, Bonds, Protection etc.). * Produce management information and record and update all client information on the back-office system. * General administration and project work. IFA Administration Manager (Senior Client Relationship Manager, Senior IFA Administrator), skills and experience required: * An experienced IFA Administrator / Financial Planning Assistant (or equivalent) with some supervisory/leadership/management experience. * A motivational and supportive leadership style and positive outlook. * Intelligent, proactive and embracing of change. * A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times. * Professional appearance, confident manner and exceptional communication skills, both verbal and written. * Comfortable working on your own initiative, setting personal and team goals, directing workflow and managing conflicting deadlines. * Excellent administrative and organisational skills and a keen eye for detail. * Strong technology and mathematical aptitude, proficient with MS Office. * A strong team player who is articulate, analytical and aspirational, keen to make a significant contribution to the growth of a progressive and ambitious firm. Dawn O’Shea is the Recruitment Partner, recruiting the IFA Administration Manager (Senior Client Relationship Manager, Senior IFA Administrator) directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail
IFA Administration Manager employer: CV Elite Limited
Contact Detail:
CV Elite Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administration Manager
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and compliance. This will not only help you understand the industry better but also demonstrate your commitment to staying updated, which is crucial for a leadership role.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who have experience in IFA administration. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in the past. Be ready to share specific examples of how you've motivated and developed team members, as this is a key aspect of the role.
✨Tip Number 4
Research Wealth Matters thoroughly, including their values, culture, and recent achievements. Tailoring your conversation to align with their mission will show that you're genuinely interested in contributing to their success.
We think you need these skills to ace IFA Administration Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA Administrator or Financial Planning Assistant. Emphasise any supervisory or management roles you've held, and showcase your leadership skills and ability to build client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how you've mentored teams, improved processes, or enhanced client service in previous positions. This will demonstrate your fit for the IFA Administration Manager position.
Highlight Relevant Skills: Clearly outline your administrative, organisational, and customer service skills in your application. Use keywords from the job description, such as 'proactive', 'detail-oriented', and 'relationship builder' to align your application with what Wealth Matters is looking for.
Showcase Your Professional Development: If you have pursued any professional qualifications or training relevant to financial planning, mention these in your application. Highlighting your commitment to continuous learning can set you apart as a candidate who is invested in their career growth.
How to prepare for a job interview at CV Elite Limited
✨Showcase Your Leadership Skills
As an IFA Administration Manager, you'll be expected to lead and motivate a team. Be prepared to discuss your previous leadership experiences, how you’ve mentored others, and any specific strategies you've used to foster a high-performance culture.
✨Demonstrate Client Relationship Management
This role heavily focuses on client relationships. Prepare examples of how you've successfully built and maintained client relationships in the past, and be ready to explain your approach to ensuring exceptional customer service.
✨Highlight Your Organisational Skills
With tight deadlines and multiple tasks, strong organisational skills are crucial. Be ready to share how you prioritise tasks, manage workflow, and ensure compliance while maintaining high-quality work.
✨Embrace Change and Innovation
Wealth Matters values innovation and adaptability. Discuss any experiences where you've embraced change or implemented new processes that improved efficiency or client satisfaction, showcasing your proactive mindset.
