IFA Support Team Leader - Glasgow (hybrid) Basic to £52k + flex bens and bonus

Glasgow | Hybrid Working (Minimum 3 Days in the Office)

Are you an experienced IFA professional with a passion for leadership, team development, and operational excellence?

Our client, a highly respected and growing Independent Financial Advice firm, is seeking an IFA Support Team Leader to oversee and develop a team of IFA Administrators supporting Financial Advisers across multiple locations. This is an exciting opportunity to join a progressive wealth management business where people development, client service, and continuous improvement are at the heart of the organisation.

As the IFA Support Team Leader, you will play a pivotal role in ensuring the efficient delivery of high-quality administrative support to the advice team. You will be responsible for managing day-to-day workflow, maximising team performance, and fostering a collaborative and positive working environment.

This role would suit an experienced Team Leader, Senior Administrator, or Operations professional who has a strong background within financial planning and wealth management and a proven ability to lead and inspire teams.

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• Lead, motivate, and develop a team of IFA Administrators across multiple offices.
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• Manage workflow allocation to ensure service levels and deadlines are consistently achieved.
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• Conduct regular one-to-one meetings, performance reviews, and coaching sessions.
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• Produce and analyse Management Information (MI) to monitor team performance and identify improvement opportunities.
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• Drive operational efficiency and support business improvement initiatives.
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• Ensure adherence to regulatory and compliance requirements.
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• Support recruitment, onboarding, and training of new team members.
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• Build strong working relationships with Financial Advisers and key stakeholders across the business.
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• Champion a culture of collaboration, accountability, and continuous development.
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To be successful in this role, you will have:

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• Previous experience within an Independent Financial Advice, Wealth Management, or Financial Planning environment.
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• Proven experience leading, managing, and developing teams of IFA Administrators or support staff.
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• Strong understanding of financial planning administration processes, provider platforms, and industry regulations.
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• Experience managing workloads, service standards, and performance metrics.
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• Excellent communication, organisational, and stakeholder management skills.
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• A proactive approach with a passion for improving processes and developing people.
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• CII qualifications or active progression towards professional qualifications would be highly advantageous but not essential
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• Hybrid working arrangement.
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• Competitive salary and benefits package.
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• Opportunity to lead an established and growing support function.
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• Collaborative and supportive working environment.
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