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IFA Administrator Manager (Exclusive to Taylor James)

Taylor James Professional Recruitment
Posted 3 days ago, valid for 18 days
Location

Manchester, Greater Manchester M17 1DJ, England

Contract type

Full Time

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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  • Our Manchester-based client is seeking an IFA Administrator Manager to join their team on a permanent basis.
  • The role offers a starting salary of up to £42,000 plus bonus and includes benefits such as home working, flexible hours, and 25 days of holiday.
  • Candidates must have experience managing or training junior team members, as well as IFA or financial planning administration experience.
  • The position involves managing a team of administrators, leading weekly meetings, and handling various IFA administrative duties.
  • This opportunity provides structured career progression and full study support, making it ideal for those looking to advance in their careers.

Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator Manager to join their team on a permanent basis.

You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package

Duties & responsibilities will include:

  • Managing a team of administrators
  • Allocation of work to the wider team
  • Lead weekly team meetings to manage workloads
  • Point of contact for team queries
  • Carry out staff members quarterly KPI & one to ones
  • Various IFA Administrative duties

The candidate:

  • Experience managing / training junior team members (essential)
  • IFA/ financial planning administration experience (essential)
  • Experience of using Intelligent Office (desirable)
  • knowledge of provider platforms
  • Highly organised

What’s on offer:

  • Starting basic salary of up to £42,000 + bonus
  • Home working & flexible hours
  • Bonus
  • 25 days holiday
  • Full study support inclusive of training courses
  • Structured career progression
  • DIS

Please contact Matthew Biddle 0161-820-2688 or submit the latest version of your CV to be considered for this opportunity.

Apply now in a few quick clicks

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.