Senior IFA Administrator / Office Manager

Senior IFA Administrator / Office Manager

Location: Leamington Spa, Warwickshire (Office Based).

Salary: £32,000 \- £40,000 DOE \+ Annual Performance Bonus \+ Pension \+ Career Progression

Looking for the next step in your career?

Are you an experienced Senior IFA Administrator or Client Services professional looking to take the next step into leadership?

AK Wealth is looking for an ambitious individual who wants more than just another administration role. This is an opportunity to develop into our Office Manager, working directly alongside the CEO to help shape and grow one of the region's most ambitious Financial Planning firms.

If you've mastered IFA administration and are ready to take ownership, lead people and improve business operations, we'd love to hear from you.

About AK Wealth

AK Wealth is a modern Financial Planning firm specialising in helping professionals, business owners and high\-net\-worth individuals make better financial decisions.

We combine exceptional client service with innovative technology and ambitious growth plans. We're building a business where talented people can develop long\-term careers—not just jobs.

Your Role

Initially, you'll continue to utilise your strong IFA administration experience whilst gradually taking ownership of the wider office operation.

As you develop, you'll become responsible for the smooth running of the business, helping manage workflows, supporting advisers, improving processes and leading our administration team.

This is an ideal opportunity for someone who wants to progress into management.

Your Responsibilities

• Managing client servicing and annual review processes


• Supporting advisers with complex cases


• Overseeing new business processing


• Managing provider and platform relationships


• Coordinating office operations


• Improving systems and workflows


• Supporting compliance processes


• Assisting with recruitment and onboarding


• Supervising and mentoring administrative staff


• Working alongside the CEO on operational projects


• Helping build a premium client experience

Essential

• At least 3 years' experience within an IFA or Financial Planning practice


• Excellent understanding of pensions, investments and protection administration


• Strong organisational skills


• High attention to detail


• Professional communication skills


• Ability to prioritise multiple deadlines


• Positive, proactive attitude

• Experience mentoring or supporting colleagues


• Experience improving business processes


• Intelligent Office, Xplan or similar CRM experience


• Working knowledge of FCA regulations


• Leadership aspirations

We're looking for someone who enjoys taking ownership rather than waiting to be asked.

Someone who naturally spots opportunities to improve things.

Someone who enjoys helping colleagues succeed.

Someone who wants to build a long\-term career rather than simply process paperwork.

Career Progression

This role has genuine progression into a fully\-fledged Office Manager position as the business continues to grow.

You'll receive ongoing mentoring from the CEO and have the opportunity to influence how AK Wealth operates as we expand.

Benefits

• Competitive salary (£32,000–£40,000 depending on experience)


• Annual performance bonus


• Company pension


• Professional qualifications supported


• Clear career progression


• Work directly alongside the CEO


• Modern office environment


• Friendly, ambitious team


• Regular team events and annual international trips


• Free parking

Pay: £32,000\.00\-£40,000\.00 per year

Work Location: In person

This listing is from indeed. View original listing ↗