Head of Administration and Support

RiFFDistribution Services operates as a "virtual assistant for IndependentFinancial Advisors (IFA’s)" — extending the BDM’s reach so that IFA’snationally receive consistent service without adding headcount to the BDM’sdesk. This is delivered through three coordinated divisions: Distribute (BDMs servicing IFAs), Support (paraplanning, investment solutiondrafting), Enable (technology, planning tools, and asset managerrelationships).

TheHead of Administration and Support leads the Support Desk division("Margo") — the operational and administrative engine that standsbehind every advisor relationship RiFF manages. This role owns:

•    Planning — paraplanning and the drafting of investment solutionsfor IFAs.

•    Follow-Ups — Section 14 and Directive 135 compliance follow-ups,and related compliance liaison work.

Thepostholder ensures that every BDM in the field is backed by fast, accurate, andcompliant support — so that IFAs experience RiFF as seamless, professional, anddependable, regardless of which BDM they work with.

Division Leadership

•    Lead and develop the SupportDesk division, overseeing both the Planning and Follow-Ups sub-divisions.

•    Set division-level priorities,workflows, and standards that keep paraplanning, investment solution drafting,and internal compliance follow-ups running to a consistent, high standardacross all IFA relationships.

•    Act as the primary escalationpoint for complex paraplanning, investment solution, or compliance mattersraised by BDMs or IFAs.

•    Represent the Support Desk inleadership discussions on structure, resourcing, and reporting lines as RiFF’sorganisational design is finalised.

Planning (Paraplanning &Investment Solutions)

•    Oversee the delivery ofparaplanning services and the drafting of outcome-based investment solutions insupport of BDMs and IFAs.

•    Ensure investment solutiondocumentation is accurate, timely, and aligned with the asset manager andplatform partnerships RiFF represents (Collective Investment Schemes, ModelPortfolios, listed/unlisted instruments).

•    Maintain quality and consistencystandards across all investment solution output, regardless of which BDM or IFArelationship it supports.

Follow-Ups

Own the management of Section 14 and Directive135 follow-ups across every advisor relationship.

•    Ensure platform compliancedeadlines, documentation, and liaison with relevant parties are tracked and metwithout exception.

•    Maintain the Internal ComplianceLiaison function’s relationship with relevant regulatory processes and internalgovernance requirements.

•    Monitor and report on internal compliancefollow-up status to senior leadership.

Systems & Process (Margo /Zoho One)

•    Work closely with the Tech &Planning division to ensure the Support Desk’s workflows, templates, andtracking are properly built and maintained within Margo.

•    Identify process improvementsand tooling needs that reduce manual effort in paraplanning, drafting, andcompliance follow-up work.

•    Ensure the Support Desk’s use ofMargo produces reliable data and reporting for BDM and leadership visibility.

Cross-Divisional Collaboration

•    Partner with the Distributiondivision (BDMs, IFA Sourcing Specialist, BDM Support & KPI Manager) toensure Support Desk output matches the pace and needs of the national IFAnetwork.

•    Partner with Tech & Planning(Margo, Hart & Soul) on tooling, templates, and Asset Manager Liaisonmatters that intersect with Support Desk work.

•    Contribute to the organisation’songoing staff mapping and structure finalisation, including validatingreporting lines for the Support Desk.

People Leadership

•    Recruit, manage, and develop thePlanning and Follow-Ups teams (Senior Paraplanner, Investment Solutions role,Senior Follow-Up Specialist, Compliance Liaison).

•    Set clear objectives and conductperformance reviews for direct reports.

•    Build capacity and resilienceinto the division to support RiFF’s national IFA network as it grows.

Requirements

Qualifications

- Preferably a CFP

Minimum:

- Bcom Degree

- CIMA

- Post Grad in FinancialPlanning