IFA Financial Services Administration Manager CONTRACT ROLE CAMBERLEY AREA OFFICE BASED

Reed; Farnborough; On-site; GBP 35,000 - 45,000; Part time

Job summary

A financial services company in Farnborough is seeking a Temporary IFA Administration Manager. This role involves supporting administration teams, managing workflow processes, and ensuring timely submissions. Ideal candidates will have exceptional leadership, project management experience, and a hands-on approach. A strong focus on productivity and staff development is essential for success.

Qualifications

• Proven ability to manage and develop administration team staff.
• Experience in implementing staff training and development plans.
• Strong aptitude for using technology to improve efficiency.

Responsibilities

• Provide efficient administration service to advisers and clients.
• Manage and support administration team staff, including recruitment.
• Implement workflow processes that align with business standards.
• Ensure timely and quality assured business submissions.

Skills

Exceptional leadership and communication skills

Proven experience in goal setting

Project management experience

Change management experience

Excellent performance management skills

Willingness to adapt

Hands on approach

Technically proficient

Job description

Overview

This role is a Temporary IFA Administration Manager ROLE linked to supporting the Administrators teams for an IMMEDIATE IFA ADMIN MANAGER WHO IS VERY STRONG ON THIS TOO.

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 grates, RFT, late submissions, withheld fees, learning hub modules etc)