IFA Financial Administration Manager Role - CAMBERLEY CONTRACT ROLE OFFICE BASE

Reed; Farnborough; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm is seeking an experienced IFA Administration Manager for a temporary role in Farnborough. The ideal candidate will have exceptional leadership skills, significant experience in managing administrative teams, and be adept in project management. This is a wonderful opportunity to join a lovely company, providing support to both advisers and clients while ensuring high productivity and compliance standards.

Qualifications

• Immediate availability for an office-based role.
• Experience managing an administration team effectively.
• Ability to embrace new technologies.

Responsibilities

• Provide efficient administration support to advisers and clients.
• Manage and develop administration team staff.
• Develop workflow processes to align with business standards.
• Implement staff training and development plans.
• Ensure timely and quality assured business submissions.
• Monitor productivity targets within the business model.
• Build strong connections with key personnel.

Skills

Exceptional leadership and communication skills

Proven experience in goal setting

Project management and change management experience

Performance and productivity management skills

Willingness to adapt to changing situations

Hands on approach

Technically proficient

Job description

Overview

This role is a Temporary CONTRACT IFA Administration Manager ROLE linked to supporting the Administrators teams for an IMMEDIATE IFA ADMIN MANAGER WHO IS VERY STRONG ON THIS TOO. IF YOU ARE GREAT AND HAVE THE SKILLED AND ARE IMMEDIATE, PLEASE STEP IN TO THE OFFICE BASED ROLE.

Skills and Qualifications

• Exceptional leadership and communication skills
• Proven experience in goal setting and supporting team to achieve desired outcomes
• Project management and change management experience
• Excellent performance and productivity management skills
• Willingness to adapt to changing situations
• Hands on approach
• Technically proficient

Role and Responsibilities

• To provide an efficient and productive administration service to advisers and clients with financial planning applications, transfers, money and fund movements, keeping clients informed of progress along the journey
• To manage, support and develop administration team staff including recruitment, performance monitoring and appraisals
• Develop and implement workflow processes that align with business standards
• Embrace new technologies and adapt workflow process to maximise use of company technology and efficiency
• Implementation of staff training and development plans aligned to role skills matrix
• Responsibility for timely and quality assured business submissions (Right First Time) working to a minimum requirement of 90% RFT submissions
• Ensure productivity targets are met operating within the business model 1:1 adviser to support personnel
• Workflow allocation and productivity monitoring
• Support to regional offices
• Build strong and effective business connections with key HO personnel to aid alignment of process
• To ensure AR reports are issued within company standard turnaround times and drive ARs to an under 30-day position
• Be a point of contact for clients and third parties dealing with general enquiries
• To administer IFA administration team tasks from pooled workflow on WARP
• Uphold business compliance standards
• Ensure all team members make positive contribution to (File grat es, RFT, late submissions, withheld fees, learning hub modules etc)

Despite the short time this is a wonderful LOVELY company and opportunity for a skill IFA Administration Manager.