TEMPLEGATE RECRUITMENT LIMITED | IFA Administration Manager | ashford district
4 days ago
TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Competitive salary
~ Pension scheme.
~ 25 days holiday plus bank holidays.
~ Expensed travel.
~ Support for professional development and training.
Our client isseeking a skilled and proactive IFA Administrator Manager to lead theiradministration team in supporting financial advisers and delivering exceptional service to clients. The ideal candidate will possess strong experience in financial services administration, excellent organisational and leadership abilities, and a commitment to maintaining high standards of compliance and efficiency.
Lead, mentor, and develop a team of IFA administrators, ensuring high performance and job satisfaction.
Conduct performance reviews, identify training needs, and provide ongoing development opportunities.
Operational Management:
Compliance and Regulatory Oversight:
Monitor administrative activities to ensure compliance with FCA regulations and company policies.
Manage and safeguard data integrity across client management systems.
Collaborate closely with financial advisers to support a seamless client journey.
Manage and optimise the use of platforms such as Intelligent Office, Aegon, Aviva, and other provider systems.
Generate and analyse reports to track team performance and identify areas for improvement.
Proven experience in financial services administration, with previous experience managing a team.
Proficiency in Intelligent Office and provider platforms (e.g., Diploma in Financial Planning or equivalent (or working towards it).
Previous experience in a client-facing role within financial services.
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