Ifa Administration Manager

2 weeks ago

Stoke Heath, United Kingdom Ortus PSR Full time

**IFA Administration Team Manager**

**Location: Birmingham**

**Salary: £25,000 - £35,000**

A brilliant opportunity for an IFA Administration Team Manager to join a National financial planning with an excellent reputation.

**Responsibilities**:

- Responsible for the day to day oversight and management of the administration team
- Acting as first point of contact for queries, managing workloads with the team and identifying training needs and areas for continuous improvement
- Dealing with the day to day technical and process queries from Administrators, advisers and clients and to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Operations Manager
- Assessing the department's work load and capacity on a daily basis, prioritising and reallocating the work as required, to provide an excellent service to the adviser and the clients
- Developing and maintaining good working relationships with the Operations Manager, Senior Managers, Advisers, Central Operations and Central Service teams in order to ensure effective communication across the business

**Skills**:

- A good level of experience in an administration role within the financial services industry, ideally within an IFA
- Experience of leading or managing a team
- Certificate in Financial Planning or an equivalent Financial Services qualification is desirable
- A good knowledge and understanding of a wide range of financial products, including employee benefits products

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