Administration & Operations Manager - Wealth Management

About the role

We are seeking an experienced Administration and Operations specialist to lead our Client Services function within a successful IFA practice. You will act as the first point of contact for client queries, manage service delivery, and help develop the Wealth Management offering.

Key responsibilities

• Serve as the initial point of contact for client queries and liaise with product providers.
• Manage and develop the administration and review process to ensure first‑class service for internal and external parties.
• Oversee support for Investment, Pension, Tax and Estate planning activities.
• Maintain and improve CRM and IO systems, compliance, customer service and financial management processes.
• Lead, coach and develop team members while handling your own workload.
• Ensure the smooth running and continuous development of the Wealth Management division.

Required profile

• In‑depth knowledge of the financial planning process, ideally gained within an IFA/Wealth Management practice.
• Proven ability to manage and develop team members and work independently.
• Highly IT literate with experience of financial‑services systems and platforms.
• Excellent written and verbal communication skills.
• Progress with professional qualifications is preferred.