Financial Planning and Administration Manager, Belfast

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Financial Planning and Administration Manager, Belfast

Client:

Location: Belfast, United Kingdom

Job Category:

Finance

EU work permit required: Yes

Job Reference:

0001e3e5f2ca

Job Views:

5

Posted:

13.02.2025

Expiry Date:

30.03.2025

Job Description:

Job Title: Financial Planning and Administration Manager

Description:

We are assisting our client, based in Belfast, in their search for a Financial Planning and Administration Manager. This role is integral to the management and effective operation of a small, dynamic IFA firm, ensuring compliance, accuracy, and efficient handling of various financial and administrative tasks. The ideal candidate will bring a wealth of experience from the financial services sector, particularly within a similar sized firm, and possess strong knowledge of UK investment, pension, and protection policies.

Top 3 Things to Know About this Job:

1. Comprehensive Role - You will be managing a broad range of tasks including paraplanning, financial services administration, and office management, with a direct impact on improving our client's operational efficiency.
2. Expert Knowledge Required - Extensive familiarity with Microsoft 365, IFA applications such as Assureweb and Selectapension, and major investment platforms is essential.
3. Supportive Environment - Although this is a hands-on role requiring self-direction, it is within a supportive framework that values experienced professionals, potentially suiting a motivated individual returning to the workforce.

The Reward:

* Competitive salary reflecting experience and qualifications.

* Benefits include a 5% employer pension contribution and potential discretionary bonus.

* Opportunity to work in a pivotal role with part-time hours considered for the right candidate.

The Role:

1. Oversee daily administrative and planning operations within an IFA setting.
2. Engage with and manage tasks across various systems and platforms with a high degree of competency.
3. Help develop and refine office processes to meet regulatory changes and enhance operational efficiency.

The Person:

1. Should have significant experience in a similar role, ideally within a small IFA firm, and hold at least a Level 4 qualification or equivalent in a relevant field.
2. Must be adept in managing complex administrative tasks and maintaining compliance in record-keeping and process execution.
3. Excellent communication skills and a proactive approach to problem-solving and task management are critical.

Next Steps:

For more information and to apply for this Financial Planning and Administration Manager role, please contact Paddy McAllister. Visit our website for a full list of opportunities. We provide expert, confidential recruitment advice and connect you with opportunities that best match your professional aspirations.