A highly respected boutique independent financial planning firm is seeking a dynamic and experienced IFA Team Manager to lead and develop their growing team. This is a pivotal appointment within the business and offers the opportunity to work closely with senior leadership to shape and support the next stage of the firm’s strategic growth.
The company delivers holistic financial advice to a longstanding book of high-net-worth and ultra-high-net-worth clients. With ambitious plans to double assets under management in the coming years and modernise their operational approach, they are looking for a proactive and strategic professional to take ownership of the administration team and help build a high-performing support function.
The Opportunity
This is more than a management role — it’s a chance to have a tangible impact on the future of the business. You will work closely with the senior management team to lead, structure, and grow the administration department, ensuring the delivery of outstanding operational support to clients, advisers, and the wider team.
You’ll play a key role in developing internal processes, mentoring staff, and helping to foster a strong, collaborative culture. The business is looking for someone who is confident in implementing change, passionate about developing people, and motivated to be part of a modern, forward-thinking advice firm.
Key Responsibilities:
- Oversee and manage the day-to-day operations of the administration function
- Work closely with Directors and senior leaders to align operations with business strategy
- Lead, mentor, and develop a team of administrators, encouraging growth and professional development
- Implement and improve internal processes, ensuring efficiency, accuracy, and compliance
- Act as a key point of contact for operational matters and internal communications
- Support recruitment, onboarding, and training of new staff as the team grows
- Ensure high-quality client service standards are maintained throughout all administrative touchpoints
What’s on offer:
- Basic salary up to £55,000 (depending on experience)
- Leadership position with genuine strategic influence and visibility
- Opportunity to build, develop and shape a growing team
- Clear pathway for further progression as the business scales
- Collaborative working environment with access to senior decision-makers
- Supportive and people-focused company culture
This is a rare opportunity for a confident, motivated operations professional to step into a high-impact role and help lead the growth and evolution of a high-quality financial planning firm.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
