Full job description IFA Administrator Team Leader
Leeds
£40,000 to £48,000 + Bonus + Benefits
An excellent opportunity has arisen for an experienced IFA Administrator Team Leader to join a highly respected wealth management business in Leeds.
This is a leadership role within the Client Administration team, managing a team of 8 administrators and supporting the delivery of a high quality, efficient service to clients and advisers.
The successful candidate will bring proven management experience within wealth management, alongside a strong understanding of financial planning and client administration processes.
Key Responsibilities
• Lead, develop and support a team of 8 Client Administrators
• Manage workflow, productivity and service standards across the team
• Conduct regular 1-2-1s, performance reviews and coaching sessions
• Support recruitment, onboarding and ongoing training
• Ensure client administration is completed accurately and within agreed timescales
• Work closely with advisers and internal stakeholders to improve processes and client outcomes
• Maintain compliance with regulatory and internal procedures
Requirements
• Previous team management experience within wealth management or financial planning
• Strong background in IFA or wealth management administration
• Excellent communication and organisational skills
• Ability to motivate and develop team members
• High attention to detail and strong operational awareness
• Experience managing workloads and service delivery within a fast paced environment
Package
• Salary between £40,000 and £48,000
• Annual bonus
• Comprehensive benefits package
• Hybrid working options
• Clear opportunity to contribute to a growing and collaborative business
If you are an experienced wealth management professional with leadership experience and are looking for your next challenge in Leeds, we would be keen to hear from you.