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IFA Administrator Manager

Taylor James Professional Recruitment
Posted 5 hours ago, valid for 9 days
Location

Harrogate, North Yorkshire HG3 4JL

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 Harrogate based client is seeking an IFA Administrator Manager for a permanent position.
  • The role requires experience in managing and training junior team members, along with IFA or financial planning administration experience.
  • The starting salary for this position is up to £42,000 plus bonus, with additional benefits including home working and flexible hours.
  • Key responsibilities include managing a team of administrators, leading weekly meetings, and handling staff performance reviews.
  • Candidates with experience using Intelligent Office and knowledge of provider platforms will be preferred.

Our Harrogate based client are looking 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: (not limited to)

  • 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 0113-350-2247 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.