Financial Services Administrator Manager

4 days ago


Ashford, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

**Job Title:** Financial Services Administrator Manager

**Location:** Ashford, Kent

**Estimated Salary:** £40,000 - £50,000 per annum

About the Role:

We are seeking a skilled and proactive IFA Administrator Manager to lead our administration 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.

Responsibilities:

  • 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.
  • Delegate tasks effectively to manage workloads and ensure deadlines are met.
  • Oversee the processing of new business applications, client reviews, and administrative tasks.
  • Ensure all records and documentation meet compliance standards and company protocols.

Requirements:

  • Proven experience in financial services administration, with previous experience managing a team.
  • In-depth knowledge of IFA operations, platforms, and compliance requirements.
  • Proficiency in Intelligent Office and provider platforms (e.g., Aegon, Aviva).
  • Strong organisational skills and meticulous attention to detail.
  • Excellent communication and interpersonal skills.

Benefits:

  • Competitive salary
  • Pension scheme
  • Death in service benefit
  • 25 days holiday plus bank holidays
  • Expensed travel
  • Support for professional development and training


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