Job Overview

Market Harborough, England
Job Type
Full Time
£35,000 - £42,000 Per Year
Date Posted
12 days ago

Additional Details

Job ID
Job Views

Job Description

Job Title: Financial Planning Administration Manager

Salary: £35,000 - £42,000

Location: Covering the Midlands

This is a great opportunity to join a pro-active IFA firm that have a strong reputation in the market and an emphasis on putting their clients’ needs at the very heart of what they do.

The business provides financial advice across a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning, and some corporate advice as well.

There has been substantial growth over the last few years, despite the challenges of Covid, and they are now looking to add to the management team within the business by adding someone who can manage and oversee the Wealth Management administrators within the business.

The Role:

The role would involve supporting the ongoing growth and development of the business by helping train, manage and develop the administrative function within the business across multiple offices.

The main duties will revolve around making sure that the service the admin team are providing other areas of the business are of a high-quality, any needs for training are identified and addressed, and the team performance is monitored and improved in an efficient way whilst also providing MI and data on targets to senior management.

This position would suit someone who has previous experience working within a financial planning or wealth management firm and who has held a senior / team leader / management position before. They are looking for someone who has relevant industry experience and a good level of knowledge in the IFA sector, so that they can use this knowledge to benefit the more junior members of the teams.

Being a bigger firm, there is also a strong benefits package on offer along with a supportive team culture based around succeeding through a collaborative effort.

The Required Skills:

  • Level 4 Diploma in Financial Planning or progresses made towards this would be desirable.
  • Experience in providing administrative support within a Wealth Management or Financial Planning firm.
  • Management experience including: overseeing, training or managing more junior members within a team is desirable.
  • advantageous.
  • A professional and personable communicator who is comfortable dealing with clients of varying levels.

If you are interested in hearing more about this position, please get in touch with us at Capio.

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