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- Tasks: Lead and support the administration team in a dynamic financial planning environment.
- Company: Join a prestigious Chartered Financial Planning Firm serving high net worth clients.
- Benefits: Enjoy matched pension contributions, gym access, and various employee perks.
- Why this job: Be part of a supportive culture that values your growth and offers impactful work.
- Qualifications: Management experience in a financial planning firm is essential.
- Other info: Refer a friend for a chance to earn £200 if they secure a role.
The predicted salary is between 35000 - 45000 £ per year.
Location: Northampton
Salary: £35,000 – £45,000
Type: Permanent
Workplace: On-Site
Ref: 88292
Role: IFA Administration Manager Northampton (Flexible Salary DOE)
Benefits:
- Pension contributions matched at 10% (increases to 6% after successful probation)
- PMI, PHI, and Death in Service schemes after probation
- Onsite parking and gym facilities
- Holiday trading
- Cash plans
- Childcare vouchers
- Employee assistance program (EAP)
- Cycle to work schemes
- Dental Insurance
- Travel Insurance
- Discount / purchase schemes
We are working alongside a Chartered Financial Planning Firm, Discretionary Asset Manager, and Tax Planning Specialist who are looking to add an experienced Admin Manager to the wealth department. The business caters to high net worth and ultra-high net worth individuals, providing comprehensive financial services.
Roles and Responsibilities: As the Administration Manager, you will:
- Manage and lead the administration team, providing daily support, training, and work allocation.
- Oversee the back-office system, ensuring its efficient operation and acting as the main administrator for provider software.
- Maintain up-to-date client files (both electronic and paper) and request information from insurance and investment companies.
- Prepare valuation and review packs for clients and update them on their requests or work undertaken on their behalf.
- Liaise with team managers on behalf of the Wealth Manager to ensure timely completion of work.
To be considered for this role, you will need to have management experience within a financial planning firm.
What\’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the opportunity in detail prior to submitting your CV to the client. We will aim to identify your skills and motivations, and recommend relevant opportunities that match your requirements.
Additionally, refer a friend or colleague and receive £200 if we assist them in securing a new career.
Synonyms include: Office Manager, Practice Manager, Administration Manager, Admin Manager, Operations Manager, Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support.
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Administration Manager employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administration Manager
✨Tip Number 1
Familiarise yourself with the financial services industry, especially in areas like wealth management and financial planning. Understanding the specific needs of high net worth clients will give you an edge during interviews.
✨Tip Number 2
Network with professionals in the financial sector, particularly those who work in administration roles. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends.
✨Tip Number 3
Highlight your management experience by preparing examples of how you've successfully led teams in previous roles. Be ready to discuss your approach to training and supporting team members, as this is crucial for the Administration Manager position.
✨Tip Number 4
Research the company’s values and culture before your interview. Tailoring your responses to align with their mission can demonstrate your genuine interest in the role and help you stand out as a candidate.
We think you need these skills to ace Administration Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant management experience within a financial planning firm. Emphasise your leadership skills and any specific achievements that relate to administration and client services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience in managing teams and overseeing back-office operations, and explain why you are passionate about working in the wealth management sector.
Highlight Relevant Skills: In your application, focus on key skills such as team management, client file maintenance, and proficiency with provider software. Use specific examples to demonstrate how you've successfully applied these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for an Administration Manager role.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Management Skills
As an Administration Manager, you'll need to demonstrate your leadership abilities. Prepare examples of how you've successfully managed teams in the past, focusing on training, support, and work allocation.
✨Understand Financial Services
Familiarise yourself with the financial planning industry, especially regarding high net worth clients. Be ready to discuss your knowledge of financial services and how it relates to the role.
✨Highlight Organisational Skills
The role requires maintaining up-to-date client files and overseeing back-office systems. Prepare to discuss your organisational strategies and any tools you use to keep track of important information.
✨Prepare Questions for the Interviewers
Engage with your interviewers by preparing insightful questions about the company culture, team dynamics, and expectations for the Administration Manager role. This shows your genuine interest in the position.