Senior IFA Administrator / Team Leader

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

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• Providing high-level IFA administration support to advisers
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• Overseeing the day-to-day workflow of the administration team
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• Supporting, mentoring, and developing junior team members
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• Acting as a key point of contact between administrators and senior leadership
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• Helping to implement and improve processes and efficiencies
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• Assisting with the growth and structure of the team as the business expands
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• Ensuring high standards of client service and compliance are maintained
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About You

This role would suit either:

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• A Senior IFA Administrator looking to step up into a supervisory or team leader position, or
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• An existing Team Leader / Supervisor seeking a fresh challenge within a growing and forward-thinking firm
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You will ideally have:

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• Strong experience within IFA / financial planning administration
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• A good technical understanding of financial planning products and processes
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• Previous experience supporting or mentoring team members (desirable)
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• Excellent organisational and communication skills
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• A proactive mindset with the ability to take ownership and drive improvements
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What’s on Offer

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• Basic salary up to £40,000
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• Discretionary bonus
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• Hybrid working
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• Supportive and collaborative working environment
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• Clear progression pathway as the business continues to grow
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• Opportunity to play a key role in shaping a developing team
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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.