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Financial Planning and Administration Manager, Belfast
Client:
Location: Belfast, United Kingdom
Job Category:
Finance
EU work permit required: Yes
Job Reference:
0001e3e5f2ca
Job Views:
5
Posted:
13.02.2025
Expiry Date:
30.03.2025
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:
1. Oversee daily administrative and planning operations within an IFA setting.
2. Engage with and manage tasks across various systems and platforms with a high degree of competency.
3. Help develop and refine office processes to meet regulatory changes and enhance operational efficiency.
The Person:
1. 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.
2. Must be adept in managing complex administrative tasks and maintaining compliance in record-keeping and process execution.
3. 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.
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