IFA Administration Manager

IFA Administration Manager

Yorkshire Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead the administration team and ensure smooth operations in financial advisory services.
  • Company: Join a reputable Independent Financial Advisory firm in Wakefield, dedicated to client success.
  • Benefits: Enjoy competitive pay, professional development opportunities, and a supportive work environment.
  • Why this job: Be part of a dynamic team making a real impact in clients' financial futures.
  • Qualifications: Experience in administration and leadership within financial services is essential.
  • Other info: This role offers a chance to grow in a fast-paced, rewarding industry.

The predicted salary is between 36000 - 60000 £ per year.

My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with advice across pensions, investments, retirement and estate planning.

We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the company's back-office administration staff, ensuring smooth and efficient operations.

IFA Administration Manager employer: Lime People Search & Select Ltd

As an Independent Financial Advisory firm located in the vibrant Wakefield area, we pride ourselves on fostering a supportive and collaborative work culture that empowers our employees to thrive. With a strong focus on professional development, we offer numerous growth opportunities and training programmes tailored to enhance your skills in financial advisory services. Join us to be part of a dynamic team where your contributions are valued, and enjoy the unique advantage of working in a firm that prioritises both client satisfaction and employee well-being.
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Contact Detail:

Lime People Search & Select Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Administration Manager

✨Tip Number 1

Network with professionals in the financial advisory sector. Attend local finance events or join online forums where you can connect with current IFA Administration Managers or team leaders. This can give you insights into the role and potentially lead to referrals.

✨Tip Number 2

Familiarise yourself with the latest software and tools used in financial administration. Being proficient in these systems can set you apart from other candidates and show that you're ready to hit the ground running.

✨Tip Number 3

Prepare to discuss your leadership style and how you manage teams effectively. Think of specific examples from your past experience where you've successfully led a team, resolved conflicts, or improved processes.

✨Tip Number 4

Research the company culture of the firm you're applying to. Understanding their values and mission can help you tailor your approach during interviews and demonstrate that you're a good fit for their team.

We think you need these skills to ace IFA Administration Manager

Leadership Skills
Team Management
Financial Services Knowledge
Client Relationship Management
Attention to Detail
Organisational Skills
Communication Skills
Problem-Solving Skills
Time Management
Regulatory Compliance Knowledge
Process Improvement
Data Management
Adaptability
Training and Development

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the responsibilities of an IFA Administration Manager. Highlight key skills and experiences that align with the role, such as management experience and knowledge of financial advisory services.

Tailor Your CV: Customise your CV to reflect your relevant experience in administration and team leadership within the financial services sector. Use specific examples to demonstrate your ability to manage back-office staff effectively.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advisory services and your management skills. Mention how your previous experiences have prepared you for this role and why you want to work for this particular firm.

Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-formatted and professional.

How to prepare for a job interview at Lime People Search & Select Ltd

✨Understand the Role

Make sure you have a clear understanding of what an IFA Administration Manager does. Familiarise yourself with the responsibilities, especially around managing back-office staff and ensuring efficient operations.

✨Showcase Leadership Skills

Prepare examples that demonstrate your leadership abilities. Discuss how you've successfully managed teams in the past, focusing on your approach to motivating staff and improving processes.

✨Know the Company

Research the Independent Financial Advisory firm thoroughly. Understand their services, values, and any recent news. This will help you tailor your answers and show genuine interest in the company.

✨Prepare for Scenario Questions

Be ready to answer scenario-based questions that assess your problem-solving skills. Think about challenges you might face in the role and how you would handle them, particularly in relation to administration and team management.

IFA Administration Manager
Lime People Search & Select Ltd
L
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