Job Description Job Title: Financial Planning and Administration Manager Description: We are assisting our client, based in Belfast, in their search for a Financial Planning and Administration Manager. This role is integral to the management and effective operation of a small, dynamic IFA firm, ensuring compliance, accuracy, and efficient handling of various financial and administrative tasks. The ideal candidate will bring a wealth of experience from the financial services sector, particularly within a similar sized firm, and possess strong knowledge of UK investment, pension, and protection policies. Top 3 Things to Know About this Job: 1. Comprehensive Role - You will be managing a broad range of tasks including paraplanning, financial services administration, and office management, with a direct impact on improving our client’s operational efficiency. 2. Expert Knowledge Required - Extensive familiarity with Microsoft 365, IFA applications such as Assureweb and Selectapension, and major investment platforms is essential. 3. Supportive Environment - Although this is a hands-on role requiring self-direction, it is within a supportive framework that values experienced professionals, potentially suiting a motivated individual returning to the workforce. The Reward: • Competitive salary reflecting experience and qualifications. • Benefits include a 5% employer pension contribution and potential discretionary bonus. • Opportunity to work in a pivotal role with part-time hours considered for the right candidate. The Role: • Oversee daily administrative and planning operations within an IFA setting. • Engage with and manage tasks across various systems and platforms with a high degree of competency. • Help develop and refine office processes to meet regulatory changes and enhance efficiency. The Person: • Should have significant experience in a similar role, ideally within a small IFA firm, and hold at least a Level 4 qualification or equivalent in a relevant field. • Must be adept in managing complex administrative tasks and maintaining compliance in record-keeping and process execution. • Excellent communication skills and a proactive approach to problem-solving and task management are critical. Next Steps: For more information and to apply for this Financial Planning and Administration Manager role, please contact Paddy McAllister. Visit our website for a full list of opportunities. We provide expert, confidential recruitment advice and connect you with opportunities that best match your professional aspirations.