IFA Administration Manager - Wokingham

Artemis Recruitment Consultants; Wokingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A well-established IFA firm in Wokingham seeks an experienced IFA Administration Manager. The role focuses on providing high-level technical and administrative support, managing workflows, and ensuring compliance within a dynamic team environment. Ideal candidates will possess strong client interaction skills and a background in financial services.

Qualifications

• Experience in an IFA Firm or investment management environment.
• Experience managing workflow and systems.
• Knowledge of relevant regulations.

Responsibilities

• Provide technical and administrative support to advisers.
• Manage client queries and ensure compliance.
• Train new staff and manage team functions.

Skills

Problem Solving

Communication

Attention to Detail

Client Interaction

Time Management

Tools

Intelligent Office

Microsoft Office

Job description

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Client:

Location:

Wokingham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

6d3f0a095cb4

Job Views:

7

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

IFA Administration Manager - Wokingham

We are working with a well-established IFA firm near Wokingham that are looking to take on a new Administration Team Leader. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excellent problem solving skills and be able to prioritise your workload whilst working independently or part of the team.

This will be an office-based position, working in Wokingham. We are looking for candidates who has previous experience working within the Financial Services industry as either an administrator or team leader.

Responsibilities:

• Provide high level technical and administrative support to the Advisers/Practice Manager;
• Deal effectively with queries from clients and other parties through effective communication;
• Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate;
• Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes;
• Provide technical support and training to new/junior staff joining the practice;
• Manage holiday bookings for team members;
• Deal effectively with queries from clients and other parties through effective communication;
• Ensure that files are complete with all required client identification documentation and necessary application forms;
• Process applications accurately and record the required management information;
• Progress complex applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
  

Knowledge, experience and skills:

• Senior administration experience of working within an IFA Firm or investment/wealth management environment practice;
• Experience of managing workflow, systems and procedures;
• Knowledge of relevant regulation and legislation.
• Experience of client management systems such as Intelligent Office.
• Experience of managing client accounts and relationships;
• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
• Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Strong attention to detail;
• Manages time effectively with the ability to multi-task;
• Keeps calm when faced with conflicting demands and handles these effectively;
• Demonstrates a positive attitude at all times;
• Works well on own tasks as well as on shared goals as part of a team;
• Open to change with a creative approach to problem solving.
• Professional and confident in dealing with people, working with total discretion at all times