IFA Administration Manager

An IFA (independent financial services) Administration Manager is required for a key role within a leading company in the Financial Services sector. The successful applicant will be a dynamic team leader, responsible for overseeing a range of secretarial and business support tasks.

This role requires someone with Financial Services experience.

Client Details

The company is a reputable player in the Financial Services industry, boasting a substantial workforce. With offices located in Wokingham, they maintain a strong market presence and are acknowledged for their high-quality service and customer satisfaction.

Description

• Managing and coordinating administrative support staff (team of 4)
• Ensuring efficient operation of the office
• Overseeing financial and records management
• Streamlining administrative procedures, and initiating process improvements
• Handling confidential information with discretion
• Liaising with other departments and teams
• Managing office budgets
• Assisting in planning and arranging events

Profile

A successful IFA Administration Manager should have:

• Must have Independent Financial Advisor (IFA)/Financial Services experience
• Proven administrative management experience
• Strong leadership skills
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Proficient in Microsoft Office Suite
• Degree in Business Administration or related field

Job Offer

• An attractive salary of £35,000 - £45,000 (depending on level of experience)
• An inclusive and supportive company culture
• Opportunities for further training and development

Please note, this position is 5 days office based