IFA Administration Manager

Financial Divisions; England; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial planning firm in the United Kingdom is seeking an experienced IFA Administration Manager / IFA Administrator Team Lead. This role involves leading a team of Client Relationship Managers, ensuring top-notch workflow and client service. Responsibilities include mentoring staff, overseeing compliance, and improving internal processes. The ideal candidate will have substantial experience in IFA administration and exceptional leadership skills. This role offers the opportunity to significantly impact client relationships and team development.

Qualifications

• Proven experience as an IFA Administrator or in a senior client support role.
• Strong ability to mentor and develop team members.
• Excellent customer service and communication skills.

Responsibilities

• Mentor and motivate the Client Relationship Managers.
• Oversee the quality and compliance of the admin function.
• Support onboarding and training of new team members.
• Enhance client relationships and serve as a contact for queries.
• Assist in preparation and follow-up for client meetings.
• Process various applications related to financial services.
• Identify and implement service improvements.
• Generate management information reports.

Skills

Team leadership

Client relationship management

Compliance process management

Data management

Job description

An established and forward-thinking independent financial planning firm is seeking an IFA Administration Manager / IFA Administrator Team Lead to join their growing team. This role is ideal for an experienced IFA Administrator or Senior Client Support professional who enjoys leading people, driving high standards and ensuring exceptional client service.

Working closely with the senior leadership team, you will oversee a group of administrators (internally known as Client Relationship Managers) while actively contributing to the firm’s commitment to delivering outstanding financial planning support.

The Role

As the IFA Administration Manager / IFA Administrator Team Lead, you will:

• Mentor, motivate and develop a team of Client Relationship Managers
• Oversee workflow, quality, processes and compliance within the admin function
• Support new team member onboarding and ongoing training
• Strengthen client relationships and act as a key point of contact for queries
• Assist with client meeting preparation, research, documentation and follow-up actions
• Process applications across pensions, investments, ISAs, bonds and protection
• Identify and implement improvements that enhance service, efficiency and client care
• Produce MI reports and maintain accurate data within the back‑office system