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Practice Manager IFA Administration

Hays Specialist Recruitment Limited
Posted 2 days ago, valid for 8 days
Location

Conwy, Conwy LL32 8TP, Wales

Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An excellent opportunity has arisen for an experienced Client Support Administrator/Manager at a reputable financial advisory firm.
  • The role involves overseeing client servicing and support to Financial Planners, including managing a small team.
  • Candidates should have significant experience in financial services client support or operations management, along with knowledge of financial planning.
  • The position offers a highly competitive salary, though the specific amount is not stated, and requires a strong professional background.
  • Flexible working options and a comprehensive benefits package are also part of this long-term opportunity.

Your new companyAn excellent opportunity has arisen within a highly reputable, well established financial advisory / IFA firm for an experienced Client Support Administrator / Manager. Very good working conditions, including flexible working options / hybrid working.Your new roleA very varied and challenging role responsible for all aspects of client servicing and support to Financial Planners and their clients, overseeing all aspects of operational support including supervising a small team. Key responsibilities include being a key point of contact for clients for any enquiries and queries, assisting clients with managing their investments including product and investment analysis, dealing with post review administration, assisting the paraplanning team as required, What you'll need to succeedThe role requires significant experience of working within financial services in client support / operations management together with good knowledge of financial planning including pensions, investments, tax planning and life assurance, strong client relationship skills, excellent communication skills, a high level of professionalism.What you'll get in returnIn addition to a highly competitive basic salary and benefits package, this is an excellent long-term opportunity.What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.