Administration Manager

Heat Recruitment; Northampton; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading financial planning firm seeks an experienced IFA Administration Manager in Northampton. This role involves leading an administration team, overseeing back-office operations, and maintaining client files for high net worth individuals. Competitive salary and extensive benefits including matched pension contributions and health insurance schemes offered.

Benefits

Pension contributions matched at 10%

PMI, PHI, and Death in Service schemes

Onsite parking and gym facilities

Holiday trading

Employee assistance program (EAP)

Cycle to work schemes

Dental Insurance

Travel Insurance

Discount / purchase schemes

Qualifications

• Management experience within a financial planning firm essential.
• Strong administration skills.
• Ability to oversee a back-office system and manage team workflow.

Responsibilities

• Manage and lead the administration team.
• Oversee the back-office system and ensure efficient operation.
• Maintain up-to-date client files and liaise for information requests.

Skills

Team Management

Client Liaison

Administration

Job description

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.