Description

IFA Administration & Paraplanning Manager

Location | Birmingham Central

Full-Time | Permanent

We are delighted to be representing a well-established and professional wealth management firm that is seeking an experienced IFA Administration & Paraplanning Manager to join its collaborative and high-performing team. his is an exciting opportunity to play a pivotal role in delivering operational excellence, supporting advisers, and ensuring a consistently high-quality client experience. You’ll lead a team of Paraplanners, Administrators, and support staff to drive efficiency, compliance, and continuous improvement across client operations.

The Role

As a Client Services & Operations Manager, you will oversee the day-to-day operations of the client services team, ensuring the delivery of efficient, timely, and compliant services. You’ll work closely with the Regional Head and other managers to implement best practices, support strategic initiatives, and foster a culture of operational excellence and professional development.

Key Responsibilities:

• Lead, mentor, and develop a team of client operations professionals, promoting a collaborative and high-performing culture.
• Manage day-to-day workflows, monitor progress, and ensure timely delivery of operational tasks.
• Act as a key point of contact for complex operational queries and provide technical expertise.
• Identify and implement process improvements to enhance efficiency and service quality.
• Support strategic projects, including new business integration and resource alignment.
• Ensure compliance with regulatory requirements, including FCA rules and Treating Customers Fairly (TCF) principles.
• Conduct regular performance reviews and ensure team members have opportunities for growth and development.

Experience & Skills Required

• Proven experience in a supervisory or managerial role within financial services.
• Strong track record of supporting and developing junior team members.
• Confident in driving process and procedural changes.
• Excellent interpersonal, written, and verbal communication skills.
• Highly organised, proactive, and detail-oriented.
• Knowledge of financial services operations, investment propositions, and back-office systems.
• Proficiency with Microsoft Office, particularly Excel, and other operational/research tools.
• Strong understanding of FCA compliance, TCF, and regulatory frameworks.

What’s on Offer

• Competitive salary, commensurate with experience.
• Flexible working options, including hybrid arrangements.
• Opportunity to lead a professional and collaborative operations team.
• Work in a supportive environment that values professional excellence and development.
• Chance to contribute to operational improvements and strategic projects within a reputable financial services firm.

If you are a proactive, detail-driven, and experienced operations professional looking to lead a high-performing team in a dynamic and supportive environment, we’d love to hear from you.

Apply today via NJR Recruitment quoting Ref: NJR16194