IFA Administration Team Leader

IFA Administration Team LeaderLocation: London Salary: Up to £55,000 + Excellent BenefitsWorking 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 OfficeEnsure the consistent delivery of exceptional client serviceProvide coaching, training, and performance reviews through regular 1-2-1sDrive operational improvements and manage risk and efficiency within team processesPersonally support one Financial Planner by attending client meetings, documenting actions, and ensuring completionAssist with drafting reports, managing client communications, and maintaining accurate recordsPrepare and chair team meetings and represent the team across internal functionsIdeal Candidate Profile:Background in wealth management or financial planning administrationExperience in people management or leading a teamExcellent organisational and communication skillsStrong attention to detail and dedication to high service standardsProgress towards (or willingness to begin) the Level 4 CII Diploma in Regulated Financial PlanningBenefits Include:Salary to £55,00015% non-contributory pensionPrivate medical insurance (employee & household)Income protection and life cover (4x salary)Annual health screening, virtual GP, gym subsidyCycle-to-work scheme and interest-free season ticket loanIf 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.

Created: 2025-08-02