IFA Administration/Operations Manager

Blakemore Recruitment; Croydon; On-site; GBP 50,000 - 70,000; Full time

Job summary

A well-established wealth management business based in South London is seeking an IFA Administration/Operations Manager. This role will involve managing operations and a sales support admin team, ensuring efficient administration processes, and supporting staff development in a dynamic environment. The ideal candidate will possess a strong background in operations within the IFA industry and excellent interpersonal skills.

Qualifications

• Experience as a senior operations/admin manager within an IFA.
• Must be flexible and innovative.

Responsibilities

• Run operations of the private client business.
• Manage the private client sales support administration team.
• Oversee the IT CRM system and ensure administration procedures are followed.

Skills

Interpersonal skills

Flexibility

Innovation

Tools

Intelligent Office

Job description

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IFA Administration/Operations Manager, Croydon

Client: Blakemore Recruitment

Location: Croydon, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference:

cd6f11cc97a9

Job Views:

23

Posted:

22.06.2025

Expiry Date:

06.08.2025

Job Description:

Our clients are a long established and successful wealth management business based in South London who service Private and Corporate clients across the UK. The role will be to run the operations of the private client business and manage the private client sales support administration team. Duties will include overseeing the IT CRM system, staff training and development, providing operational support, and ensuring administration procedures are in place and followed across the business. Candidates must have experience as a senior operations/admin manager within an IFA. They must be flexible, innovative, and possess excellent interpersonal skills. Experience using Intelligent Office or similar software would be advantageous. This is an excellent opportunity to join a successful, well-established IFA Wealth Manager with a strong record of success.