RiFF
Distribution Services operates as a "virtual assistant for Independent
Financial Advisors (IFA’s)" — extending the BDM’s reach so that IFA’s
nationally receive consistent service without adding headcount to the BDM’s
desk. This is delivered through three coordinated divisions: Distribute (BDMs servicing IFAs), Support (paraplanning, investment solution
drafting), Enable (technology, planning tools, and asset manager
relationships).

The
Head of Administration and Support leads the Support Desk division
("Margo") — the operational and administrative engine that stands
behind every advisor relationship RiFF manages. This role owns:

•    Planning — paraplanning and the drafting of investment solutions
for IFAs.

•    Follow-Ups — Section 14 and Directive 135 compliance follow-ups,
and related compliance liaison work.

The
postholder ensures that every BDM in the field is backed by fast, accurate, and
compliant support — so that IFAs experience RiFF as seamless, professional, and
dependable, regardless of which BDM they work with.

Division Leadership

•    Lead and develop the Support
Desk division, overseeing both the Planning and Follow-Ups sub-divisions.

•    Set division-level priorities,
workflows, and standards that keep paraplanning, investment solution drafting,
and internal compliance follow-ups running to a consistent, high standard
across all IFA relationships.

•    Act as the primary escalation
point for complex paraplanning, investment solution, or compliance matters
raised by BDMs or IFAs.

•    Represent the Support Desk in
leadership discussions on structure, resourcing, and reporting lines as RiFF’s
organisational design is finalised.

Planning (Paraplanning &
Investment Solutions)

•    Oversee the delivery of
paraplanning services and the drafting of outcome-based investment solutions in
support of BDMs and IFAs.

•    Ensure investment solution
documentation is accurate, timely, and aligned with the asset manager and
platform partnerships RiFF represents (Collective Investment Schemes, Model
Portfolios, listed/unlisted instruments).

•    Maintain quality and consistency
standards across all investment solution output, regardless of which BDM or IFA
relationship it supports.

Follow-Ups

Own the management of Section 14 and Directive
135 follow-ups across every advisor relationship.

•    Ensure platform compliance
deadlines, documentation, and liaison with relevant parties are tracked and met
without exception.

•    Maintain the Internal Compliance
Liaison function’s relationship with relevant regulatory processes and internal
governance requirements.

•    Monitor and report on internal compliance
follow-up status to senior leadership.

Systems & Process (Margo /
Zoho One)

•    Work closely with the Tech &
Planning division to ensure the Support Desk’s workflows, templates, and
tracking are properly built and maintained within Margo.

•    Identify process improvements
and tooling needs that reduce manual effort in paraplanning, drafting, and
compliance follow-up work.

•    Ensure the Support Desk’s use of
Margo produces reliable data and reporting for BDM and leadership visibility.

Cross-Divisional Collaboration

•    Partner with the Distribution
division (BDMs, IFA Sourcing Specialist, BDM Support & KPI Manager) to
ensure Support Desk output matches the pace and needs of the national IFA
network.

•    Partner with Tech & Planning
(Margo, Hart & Soul) on tooling, templates, and Asset Manager Liaison
matters that intersect with Support Desk work.

•    Contribute to the organisation’s
ongoing staff mapping and structure finalisation, including validating
reporting lines for the Support Desk.

People Leadership

•    Recruit, manage, and develop the
Planning and Follow-Ups teams (Senior Paraplanner, Investment Solutions role,
Senior Follow-Up Specialist, Compliance Liaison).

•    Set clear objectives and conduct
performance reviews for direct reports.

•    Build capacity and resilience
into the division to support RiFF’s national IFA network as it grows.

Requirements

Qualifications

- Preferably a CFP

Minimum:

- Bcom Degree

- CIMA

- Post Grad in Financial
Planning