The Company: A regionally renowned and rapidly expanding IFA/wealth management business based in Wakefield who are looking to bring in an experienced Admin Manager as a succession plan to the current incumbent, who is semi-retiring in 2025:
* Location: Wakefield
* Hybrid Working: Office based with some WFH flex
Package: £35-40k base DOE + bonus and full company benefits
* Key Benefits: 5% pension, 4xDIS and Westfield Health Cashplan
* Holidays: 25 days holiday plus stats
* Bonus: Discretionary - Paid annually
The Role: To manage the full back-office administration function in support of the group’s Financial Planning team, and ensuring the delivery of compliant procedures which enables high-quality Administration Services support to advisers. Further responsibilities include:
* Oversight of Client Services team development - including coaching, mentoring and training Client Services Administrators
* Involvement in the firm’s Financial Planner Development Programme, including identifying and progressing Client Services Administrators to become Trainee Paraplanners
* Oversight of Programmes e.g. Graduate Financial Planner (as per above), Apprenticeships and CII
* Assisting with the maintaining and creating Client Services processes:
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