We are currently recruiting on behalf of a highly successful, independent financial planning firm that is looking to appoint a Senior IFA Administrator / Team Leader to join their growing team.
This is a fantastic opportunity to join a well-established yet ambitious business that currently manages approximately £300M in assets under management and has clear plans for significant future growth through organic expansion. As a result, there is excellent scope for long-term career progression and the opportunity to play a key role in shaping the future of the business.
The Opportunity
This is a hybrid position combining hands-on technical administration with team leadership responsibilities. You will provide high-level support to Financial Advisers while also taking on a supervisory role within the client support function.
The business currently has a team of four administrators, with plans to expand and this role will be instrumental in helping to develop, guide and shape that team. You will act as a key link between the administration team and senior management, reporting directly to the Head of Operations.
Key Responsibilities
- Providing high-level IFA administration support to advisers
- Overseeing the day-to-day workflow of the administration team
- Supporting, mentoring, and developing junior team members
- Acting as a key point of contact between administrators and senior leadership
- Helping to implement and improve processes and efficiencies
- Assisting with the growth and structure of the team as the business expands
- Ensuring high standards of client service and compliance are maintained
About You
This role would suit either:
- A Senior IFA Administrator looking to step up into a supervisory or team leader position, or
- An existing Team Leader / Supervisor seeking a fresh challenge within a growing and forward-thinking firm
You will ideally have:
- Strong experience within IFA / financial planning administration
- A good technical understanding of financial planning products and processes
- Previous experience supporting or mentoring team members (desirable)
- Excellent organisational and communication skills
- A proactive mindset with the ability to take ownership and drive improvements
What’s on Offer
- Basic salary up to £40,000
- Discretionary bonus
- Hybrid working
- Supportive and collaborative working environment
- Clear progression pathway as the business continues to grow
- Opportunity to play a key role in shaping a developing team
This is an excellent opportunity to join a thriving independent firm at an exciting stage of growth, where you can make a genuine impact and develop your career into a leadership position.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
