IFA Administration Team Leader – Financial Services
Location: Nottingham
Salary: Up to £43,000 DOE + Discretionary Bonus
Working Arrangement: Hybrid (2 days office, 3 days remote)
An award-winning, independent financial services organisation is seeking a Client Support Team Leader to join their IFA Administration team. This company has experienced significant growth over the past five years and continues to expand, offering a dynamic and professional environment for career development.
Role Overview
The Client Support Team Leader will be responsible for leading and managing a team of Client Support Administrators to ensure the delivery of outstanding client service. This role involves working closely with the Client Service Manager to optimise workflow, enhance team performance, and drive continuous improvement in service delivery.
Key Responsibilities
- Lead, manage, and develop a team of Client Support Administrators.
- Ensure high standards of client service and operational efficiency.
- Oversee workflow management, workload distribution, and performance monitoring.
- Support the Client Service Manager in maintaining seamless client service delivery.
- Implement process improvements and best practices to enhance team efficiency.
- Ensure compliance with FCA regulations and company policies.
- Provide coaching, training, and development opportunities for team members.
Candidate Requirements
- Proven experience as a Team Leader, Supervisor, or Manager within Financial Services, ideally within an IFA environment.
- Strong understanding of financial planning administration and client service delivery.
- Excellent leadership and coaching skills, with the ability to motivate and develop a team.
- Strong organisational skills and the ability to manage workloads effectively.
- Knowledge of financial services systems (experience with Intelliflo Office (iO) is advantageous).
Remuneration & Benefits
- Competitive salary of up to £43,000, dependent on experience, plus discretionary bonus.
- Hybrid working model – 2 days in the office, 3 days working remotely.
- 25 days annual leave plus bank holidays, with the option to buy/sell additional days.
- Life assurance at 4x salary.
- 5% employer pension contribution.
- Private Medical Insurance and Group Income Protection.
- Additional employee benefits and professional development opportunities.
This role presents an excellent opportunity for an experienced financial services professional to take on a leadership position within a growing organisation. If you are passionate about delivering exceptional client service and have the skills and experience required, we encourage you to apply.
Sector:
- Financial Services
- Financial Planning
