A leading Financial Services group has an opportunity for an Administration Manager to join their team in Warwick.

This role will lead a team of administrators providing back office and client support for financial and wealth planning. Advice areas includes investment, estate and retirement planning.

The main duties of this role include;

• Manage work-flow for admin team
• Develop working relationship with management/ leadership team
• Contribute to team 121's, learning and development needs
• Assist with providing the following support duties
• Client meeting prep
• Client enquiries
• Fund switches
• Valuations
• Third party/ provider liaison
• Ensuring team standards are met in accordance with industry standards

Candidate requirements;

• The ideal candidate will have team management or leadership experience and a background supporting IFA's or Financial Planners
• The ability to work towards deadlines and prioritise workloads
• Industry qualifications are desirable but not essential

For more information on this IFA Administration Manager role in Warwick please click apply.

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