IFA Admin Manager

Job Title: IFA Admin ManagerLocation: BathSalary: £42,000 to £45,000 + BonusThis is an opportunity to join a highly regarded Wealth Management firm as a Client Support Manager, leading the administrative functions that underpin first-class financial planning services.You’ll oversee a team of support staff across 2 offices, ensuring smooth client onboarding, accurate record-keeping, and efficient day-to-day operations. Working closely with the Head of Client Support, you’ll focus on leadership, process management, and enhancing client experience.The Required Skills & Experience:Proven experience in financial services administration within financial planning or wealth managementStrong understanding of FCA regulations and compliance requirementsExcellent organisational and time management skillsLeadership experience with the ability to motivate and manage a teamHigh attention to detail and commitment to delivering quality serviceWhat’s on Offer:Discretionary annual bonusEmployer pension contribution25 days annual leave (plus Bank Holidays), with ability to buy/sell up to 5 daysGroup Life Cover at 4x salaryExam support for professional developmentVolunteering day each yearHybrid workingTo discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

Created: 2025-09-12