Job Title: IFA Administration Team Manager
Location: Saffron Walden, Essex
Our client is a highly regarded financial planning business with offices in Saffron Walden, Essex. They provide an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
They are currently seeking to recruit for a IFA Administration Team Manager to join their Saffron Walden based office. In this role, you will lead, motivate, and develop a team of five Financial Planning Administrators, ensuring operational excellence and delivering an exceptional client experience. This is a fantastic opportunity for an experienced professional passionate about leadership and talent development within the financial planning sector.
Key Responsibilities:
- Lead and manage a team of Financial Planning Administrators based from the Saffron Walden office.
- Collaborate with Financial Planners to ensure clients receive tailored support and achieve optimal outcomes.
- Uphold company guidelines and maintain compliance with all regulatory frameworks.
- Cultivate and strengthen client relationships through proactive engagement and exceptional service.
- Assess training requirements and implement strategies to support team development and growth.
- Drive a mindset of excellence and continuous improvement across the team and broader organisation.
What You Bring:
- Solid experience in client administration within the Financial Planning industry.
- Proven ability to manage, mentor, and develop a team to deliver outstanding results.
- Exceptional organisational skills with the ability to prioritise effectively.
- Strong verbal and written communication abilities.
- A customer-focused approach and strong stakeholder management capabilities.
What We Offer:
- Competitive salary of up to £45,000
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package, with the option to purchase additional days
- Hybrid working model
- Opportunities for professional growth and development
Sector:
- Financial Services
- Financial Planning
