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IFA Administration Manager

  • Bristol
  • Permanent
  • £37,000 - £43,000 + Bonus & Benefits

Job details.

Location: Bristol, UK

Employment Type: Full-time, Permanent
Salary: Competitive + Comprehensive Benefits Package
Hybrid Working: 3 days office & 2 days WFH

About the Role
We are delighted to be recruiting on behalf of a leading wealth management firm for a IFA Administration Manager to oversee a dedicated client administration team, delivering excellence in client service standards. This role is key to fostering a collaborative and high-performing team environment, with a strong focus on operational efficiency and process improvement within a regulated financial services setting.

Key Responsibilities

  • Leadership & Culture: Lead by example, ensuring a team culture built on trust, accountability, and open communication.
  • Team Management: Motivate and coach the client administration team, supporting continuous learning and aligning team goals with organisational values.
  • Operational Excellence: Oversee the accurate management of client records, invoices, and income recording, ensuring compliance with industry regulations and company standards.
  • Process Improvement: Continuously seek to streamline workflows, enhancing service delivery without compromising quality.
  • Relationship Management: Build and maintain trusted relationships with advisors, clients, and key stakeholders, working closely with senior managers to align the team’s operations with broader strategic goals.
  • Risk & Compliance: Ensure strict adherence to FCA guidelines and that Treating Customers Fairly (TCF) principles are at the core of all operations.

What We’re Looking For

  • Progress towards a regulated diploma in Financial Planning (QCF Level 4) or similar is advantageous.
  • Strong experience in a regulated financial services environment with an in-depth understanding of FCA regulations.
  • Proven track record managing a client administration team in financial services, with a focus on high-quality service delivery.
  • Proficiency in client management systems (experience with Intelligent Office is a plus).
  • Excellent communication, analytical, and problem-solving skills with a collaborative approach.

Benefits
The successful candidate will receive a competitive salary, along with a comprehensive benefits package, including:

  • Discretionary bonus
  • Hybrid working
  • Private Medical Insurance
  • Employee Pension Scheme
  • 24 days Annual Leave plus bank holidays
  • Life Assurance and Health Cash Plan
  • Access to a wide range of flexible benefits

Location: Bristol, UK

Employment Type: Full-time, Permanent
Salary: Competitive + Comprehensive Benefits Package
Hybrid Working: 3 days office & 2 days WFH

About the Role
We are delighted to be recruiting on behalf of a leading wealth management firm for a IFA Administration Manager to oversee a dedicated client administration team, delivering excellence in client service standards. This role is key to fostering a collaborative and high-performing team environment, with a strong focus on operational efficiency and process improvement within a regulated financial services setting.

Key Responsibilities

  • Leadership & Culture: Lead by example, ensuring a team culture built on trust, accountability, and open communication.
  • Team Management: Motivate and coach the client administration team, supporting continuous learning and aligning team goals with organisational values.
  • Operational Excellence: Oversee the accurate management of client records, invoices, and income recording, ensuring compliance with industry regulations and company standards.
  • Process Improvement: Continuously seek to streamline workflows, enhancing service delivery without compromising quality.
  • Relationship Management: Build and maintain trusted relationships with advisors, clients, and key stakeholders, working closely with senior managers to align the team’s operations with broader strategic goals.
  • Risk & Compliance: Ensure strict adherence to FCA guidelines and that Treating Customers Fairly (TCF) principles are at the core of all operations.

What We’re Looking For

  • Progress towards a regulated diploma in Financial Planning (QCF Level 4) or similar is advantageous.
  • Strong experience in a regulated financial services environment with an in-depth understanding of FCA regulations.
  • Proven track record managing a client administration team in financial services, with a focus on high-quality service delivery.
  • Proficiency in client management systems (experience with Intelligent Office is a plus).
  • Excellent communication, analytical, and problem-solving skills with a collaborative approach.

Benefits
The successful candidate will receive a competitive salary, along with a comprehensive benefits package, including:

  • Discretionary bonus
  • Hybrid working
  • Private Medical Insurance
  • Employee Pension Scheme
  • 24 days Annual Leave plus bank holidays
  • Life Assurance and Health Cash Plan
  • Access to a wide range of flexible benefits

Sector:

  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Financial Services

Contact Us

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