Financial Planning and Administration Manager
We are assisting our client in their search for a Financial Planning and Administration Manager.
About the Role
This role is integral to the management and effective operation of a small, dynamic IFA firm, ensuring compliance, accuracy, and efficient handling of various financial and administrative tasks.
Key Responsibilities
* Manage a broad range of tasks including paraplanning, financial services administration, and office management, with a direct impact on improving operational efficiency.
* Engage with and manage tasks across various systems and platforms with a high degree of competency.
* Help develop and refine office processes to meet regulatory changes and enhance efficiency.
Requirements
* Significant experience in a similar role, ideally within a small IFA firm, and hold at least a Level 4 qualification or equivalent in a relevant field.
* Adept in managing complex administrative tasks and maintaining compliance in record-keeping and process execution.
* Excellent communication skills and a proactive approach to problem-solving and task management.
Benefits
* Competitive salary reflecting experience and qualifications.
* 5% employer pension contribution.
* Potential discretionary bonus.
* Part-time hours considered for the right candidate.