IFA Administration Manager

TN United Kingdom; Wigston; On-site; GBP 35,000 - 42,000; Full time

Job summary

A leading company in Wigston is seeking an IFA Administration Manager to mentor and lead a team, ensuring high performance and outstanding customer service. This hybrid role offers a competitive salary and key benefits such as exam support and private medical insurance, promoting a supportive culture focused on internal growth.

Benefits

Flexibility for one day working from home

Support for professional exams

Private medical insurance

32 days of annual leave

Onsite Parking

Supportive company culture

Qualifications

• Proven experience in people management.
• Ability to set high performance standards.
• Experience in mentoring and leading teams.

Responsibilities

• Manage the team, conducting regular 121s and appraisals.
• Resolve team member queries and allocate workflow.
• Create efficiencies through monitoring capacity and capability.

Skills

People Management

Customer Service

Coaching

Performance Management

Team Leadership

Job description

Location

Wigston

Salary: £35,000 - £42,000

Type: Permanent

Workplace: Hybrid

Ref: 87789

Recruiter Managing This Role

IFA Administration Manager Wigston Up to £42,000

Key Benefits:

• Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc.
• Exam Support: Support for professional exams, including coverage for the first sitting.
• Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility.
• Onsite Parking: Available for all employees in our unique office location.
• Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development.

Job Overview:

As Client Support Manager, you will report to the Operations Director and play a pivotal role in mentoring and leading your team to fulfill their goals and deliver outstanding customer service. With proven experience in people management, you will set high performance standards and targets, working closely with your team to achieve them. Through regular coaching, training, and feedback, you will develop a confident and competent team who can positively contribute to the overall vision.

Key Responsibilities:

• Management of the team, conducting regular 121s and appraisals, and assisting team members' progression and development through regular performance management, feedback, training, and coaching in line with overall company objectives.
• Resolving team member queries, allocating workflow, monitoring fluctuations, and ensuring client work is produced to the appropriate quality standards.
• Involvement with new starters, including the interview and probation processes.
• Creating efficiencies through monitoring and analyzing capacity and capability.
• Setting business standards within the team, including SLAs, accuracy tolerances, checking procedures, reporting by exception, and training matrix logs.

Timeline:

• Swift Recruitment: We are committed to a quick recruitment process and aim to onboard successful candidates as soon as possible.

Application Status:

• Early Stage: The search for candidates has just begun, and you have the opportunity to be among the first to be considered for this exciting role.

What's next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations and, where appropriate, recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management