IFA Operations Manager

Placr Recruitment; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in the UK is looking for an Operations and Client Services Manager to oversee administrative functions and daily operations. You will manage workflow, maintain high client service standards, and mentor the administrative team. The ideal candidate has a background in financial services, strong leadership, and excellent communication skills. This is a hands-on role that requires a proactive approach to ensure exceptional client experiences.

Qualifications

• Experienced in financial services administration, preferably in an IFA or wealth management role.
• Skilled in implementing and improving operational processes.
• Strong organizational capabilities and leadership experience.

Responsibilities

• Manage day-to-day operational and client service activities.
• Oversee and allocate workflow for the administrative team.
• Support advisers with client administration and documentation tasks.

Skills

Financial services administration

Operational process improvement

Organizational skills

Leadership skills

Written and verbal communication

Microsoft Office proficiency

Job description

The Role

An established and growing financial services business is seeking an experienced Operations and Client Services Manager to oversee administrative functions and ensure the smooth running of daily operations.

This is a hands‑on leadership role, responsible for managing workflow, maintaining client service standards, and supporting advisers and paraplanners in delivering an exceptional client experience.

Key Responsibilities

• Manage day‑to‑day operational and client service activity within the business.
• Oversee and allocate workflow for the administrative team.
• Support advisers and paraplanners with all aspects of client administration and documentation.
• Maintain and enhance internal processes, templates, and systems.
• Lead, train, and mentor administrators to ensure high levels of performance and consistency.
• Prepare client review packs, valuations, and reports.
• Communicate with clients and product providers via phone and email in a professional manner.
• Ensure compliance with internal procedures and FCA requirements.
• Assist with strategic and ad‑hoc projects as required.

About You

You ll be an experienced financial services administrator or operations professional who thrives in an organised, detail‑driven role. You ll bring a proactive approach, confident leadership skills, and a genuine commitment to providing an excellent client experience.

Essential skills and experience:

• Proven background in financial services administration (ideally within an IFA, wealth management, or financial planning environment).
• Experience in implementing and improving operational processes.
• Strong organisational and leadership skills.
• Excellent written and verbal communication.
• Confident using financial back‑office systems and Microsoft Office.
• Ability to manage multiple priorities and work to deadlines.