We are delighted to be partnering with a fully independent, highly respected financial planning practice in Bradford-on-Avon, who are now seeking an experienced IFA Administration Manager to join their growing team.
This is a fantastic opportunity to step into a pivotal role within a forward-thinking and expanding firm, where you will act as the key link between the Directors and the administration function.
The Role
As IFA Administration Manager, you will take ownership of a growing team of IFA Administrators, ensuring the smooth and efficient running of the administrative function. This is a hands-on leadership role, combining team management with strategic input as the business continues to scale.
You will play a central role in shaping and developing the admin team, implementing processes, improving efficiencies, and supporting the ongoing growth of the business.
Key Responsibilities
- Manage, mentor, and develop a team of IFA Administrators
- Act as the bridge between Directors and the administration team
- Oversee workflow, ensuring high standards and timely delivery
- Review and improve internal processes and systems
- Support business growth by assisting with recruitment and onboarding
- Build and develop a best-in-class administrative function
About You
- Proven experience within an IFA/financial planning environment
- Strong background in administration management or team leadership
- Excellent organisational and communication skills
- A proactive mindset with the ability to implement improvements
- Experience in developing teams and supporting business growth
What’s on Offer
- Competitive basic salary up to £55,000
- Performance-related bonus
- Comprehensive company benefits
- The opportunity to shape and grow a key function within a successful business
- A supportive, professional, and highly regarded working environment
This is an excellent opportunity for an experienced IFA professional looking to take the next step into a leadership role where you can truly make an impact.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
