IFA Administration Team Leader
Location: London
Salary: Up to £55,000 + Excellent Benefits
Working Model: Hybrid
A prestigious investment and wealth management firm is seeking an experienced IFA Administration Team Leader to manage a team of high-performing administrators and provide outstanding support to regulated Financial Planners and ultra-high-net-worth clients. This is a rare opportunity to join a respected Private Office division, offering long-term career development and exposure to complex, high-value client work.
Key Responsibilities:
- Lead and develop a team of administrators supporting Financial Planners in the Private Office
- Ensure the consistent delivery of exceptional client service
- Provide coaching, training, and performance reviews through regular 1-2-1s
- Drive operational improvements and manage risk and efficiency within team processes
- Personally support one Financial Planner by attending client meetings, documenting actions, and ensuring completion
- Assist with drafting reports, managing client communications, and maintaining accurate records
- Prepare and chair team meetings and represent the team across internal functions
Ideal Candidate Profile:
- Background in wealth management or financial planning administration
- Experience in people management or leading a team
- Excellent organisational and communication skills
- Strong attention to detail and dedication to high service standards
- Progress towards (or willingness to begin) the Level 4 CII Diploma in Regulated Financial Planning
Benefits Include:
- Salary to £55,000
- 15% non-contributory pension
- Private medical insurance (employee & household)
- Income protection and life cover (4x salary)
- Annual health screening, virtual GP, gym subsidy
- Cycle-to-work scheme and interest-free season ticket loan
If you're a confident people leader ready to step into a pivotal role in a high-performing wealth management team, we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
