IFA Administration Manager - National Wealth Management Firm
Location: Harrogate (Hybrid - 3 days in the office, 2 days from home)
Salary: Up to £55,000 + Excellent Benefits
An exciting opportunity has become available for an experienced Client Support Manager to join the Harrogate office of a leading national wealth management firm. This leadership role is ideal for someone with a strong background in financial planning and a passion for team development and operational excellence.
About the Role
As Client Support Manager, you'll lead a team of 4-5 professionals, overseeing day-to-day operations and ensuring high standards of client service delivery. You'll be responsible for coaching, performance management, and ensuring processes align with regulatory standards and business goals. This is a pivotal role that sits at the heart of the client journey.
Key Responsibilities:
- Lead and support a team of client support administrators
- Conduct regular 1-2-1s, performance reviews, and development planning
- Oversee workflow management, resource allocation, and service quality
- Act as an escalation point for complex queries or issues
- Work closely with Advisers, Paraplanners, and management to improve operational efficiency
- Ensure all work is compliant and aligned with industry regulations
What We're Looking For:
- Proven experience managing a team within a financial planning or wealth management environment
- Confident conducting 1-2-1s, appraisals, and leading team meetings
- Strong understanding of financial planning processes, platforms, and client servicing
- Excellent organisational, people management, and communication skills
- A natural leader who is both hands-on and strategic in their approach
Rewards & Benefits:
- Salary up to £55,000 (depending on experience)
- 7.5% employer pension contribution
- Discretionary annual bonus
- 25 days holiday plus 3 additional days over Christmas
- Private Medical Insurance
- Dental Insurance
- Life Assurance
- Health Cash Plan
- Employee Pension Scheme
- A broad range of flexible benefits to suit your lifestyle
- Hybrid working - 3 days based in Harrogate, 2 days from home
This is an excellent opportunity to take ownership of a high-performing team and make a real impact in a respected and growing wealth management business.