IFA Administration Manager

IFA Administration Manager - National Wealth Management Firm
Location: Harrogate (Hybrid - 3 days in the office, 2 days from home)
Salary: Up to £55,000 + Excellent Benefits

An exciting opportunity has become available for an experienced Client Support Manager to join the Harrogate office of a leading national wealth management firm. This leadership role is ideal for someone with a strong background in financial planning and a passion for team development and operational excellence.

As Client Support Manager, you’ll lead a team of 4-5 professionals, overseeing day-to-day operations and ensuring high standards of client service delivery. You’ll be responsible for coaching, performance management, and ensuring processes align with regulatory standards and business goals. This is a pivotal role that sits at the heart of the client journey.

• Lead and support a team of client support administrators

• Conduct regular 1-2-1s, performance reviews, and development planning

• Oversee workflow management, resource allocation, and service quality

• Act as an escalation point for complex queries or issues

• Work closely with Advisers, Paraplanners, and management to improve operational efficiency

• Ensure all work is compliant and aligned with industry regulations

• Proven experience managing a team within a financial planning or wealth management environment

• Confident conducting 1-2-1s, appraisals, and leading team meetings

• Strong understanding of financial planning processes, platforms, and client servicing

• Excellent organisational, people management, and communication skills

• A natural leader who is both hands-on and strategic in their approach

• Salary up to £55,000 (depending on experience)

• 7.5% employer pension contribution

• Discretionary annual bonus

• 25 days holiday plus 3 additional days over Christmas

• Private Medical Insurance

• Dental Insurance

• Life Assurance

• Health Cash Plan

• Employee Pension Scheme

• A broad range of flexible benefits to suit your lifestyle

• Hybrid working - 3 days based in Harrogate, 2 days from home

This is an excellent opportunity to take ownership of a high-performing team and make a real impact in a respected and growing wealth management business.