IFA Administration Manager


IFA Administration Manager

Location: London

About the team:

An exciting opportunity to join the Intermediary Services Team, which forms part of my clients IFA Sales Team.  The Intermediary Services Team is responsible for onboarding and servicing Independent Financial Advisers (“IFAs”), as well as providing the foundation of the IFA Sales Team across all areas of its activities.  

My clients IFA Sales team is a key growth area for the firm, with targets to grow IFA-originated client assets over the coming years. This dynamic team is being positioned for significant growth over the next 3 years so this is a key hire for my client.  

What will you be doing?

The IFA Administration Manager will be responsible for two direct reports within the Intermediary Services Team. The primary responsibilities of this team of three will be to:

  • Onboard and review IFA firms
  • Manage the permissions of IFAs to access services on various investment platforms
  • Oversee and manage contracts with third parties (investment platforms and risk ratings agencies)
  • Produce internal regulatory reporting
  • Produce ad-hoc sales information requests
  • Assist with the management and oversight of the team's CRM system
  • Document and improve the IFA Sales Team's processes
  • Manage and oversee various regulatory and operational projects and initiatives
  • Manage, delegate and oversee general operational queries and requests from the IFA Sales Team

You will work closely with the whole IFA Sales Team (both individually and as a group), Compliance, Operational Risk, Financial Crime, Legal, Client Onboarding and Database teams.   

You will form a deep understanding of my clients internal processes and its approach to managing IFA relationships.

This role is both broad in scope and critical to the efficient and successful operation of my clients IFA sales channel.  Ultimately, your team will be expected to manage the IFA Sales Team's operations efficiently and accurately, in order to maximise the IFA Sales Team's ability to grow IFA relationships and IFA-originated AUM.  

What is my client looking for?

  • An inclusive, professional, and positive approach to working with clients and colleagues.
  • Experience in sales operations and leading others. 
  • Experience in financial markets (either wealth management, asset management or banking) preferably in the IFA market.
  • Highly organised with meticulous attention to detail.
  • Ability to effectively manage a team with a focus on deadlines and outcomes.
  • Ability to take initiative, with a proactive and positive approach to assisting colleagues,
  • Ability to handle multiple tasks simultaneously, manage conflicting priorities, and to complete assignments under time constraints independently.
  • Excellent communications skills with the ability to communicate with a diverse range of stakeholders.
  • Ability to analyse and clearly document complex business processes.
  • Proficiency with Microsoft Outlook and Word.
  • High proficiency with Microsoft Excel
  • Data presentation and analytical skills