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IFA Administration Team Leader

Recruit Wealth are delighted to be representing our national Financial Planning client once again with offices throughout the UK.

The business truly believes there has never been a greater need for financial advice, to develop financial plans to achieve client goals for their families and themselves.

They are now a leading, prominent national advice and wealth management name delivering holistic advice with market-leading investment solutions.

As part of continued headcount across all its national regional hubs, they now seek to recruit an Administration Team Leader oversee the "day to day" activities of support IFA administrators.

Excitingly, there are various newly created opportunities within the business as they continue their acquisitional growth journey, having secured Private Equity backing, guaranteeing their successful future.

Main Responsibilities:

  • First line leader within the integrated Advice Operations function to ensure excellent service to both clients and Advisers and adhere to policy and regulation.
  • Ensure working environments run efficiently whilst also being a safe and motivational place to work.
  • Spend at least 3 days a week visiting offices within the management of the role holder. Each office is to be visited in person weekly to spend time with the team members.
  • Manage all agreed administration aspects for Advisers as per agreed SLA’s ensuring consistency of process and to a high level of quality.
  • Ensure offices are staffed adequately at all times prior to holiday and working from home requests are agreed.
  • Identify and manage development needs of individuals and or the team and agree training plans with SMART objectives.
  • Manage individual performance through by identifying, implementing and managing any Personal Improvement or Personal Attendance Plans for members within team and work collaboratively with HR team and Senior Management.
  • Hold regular individual development reviews with each member within your allocated team and documenting the meetings with agreed actions where identified being managed accordingly.
  • Hold regular team meetings to communicate team performance and any other relevant updates including upcoming changes.
  • Responsible for coaching and training of new and existing members.
  • Assist and support with recruitment.
  • Undertake quality assessments on work completed by the team members to ensure quality information and can also subsequently surface relevant and correct Management Information.
  • Work in partnership with your peers and Senior Leaders (when required) for the needs of the business.
  • Continually review and improve processes and look for efficiencies across tasks working collaboratively with other Managers.
  • Arrange and participate in meetings, team events and projects where required.
  • Approve decisions, requests expenditure and recommendations on behalf of senior leaders in their absence, according to agreed guidelines/budgets.

Relevant and demonstratable experiences are a must to be considered further, please see below:

  • Previous Advice and Wealth Management experience within Financial Services
  • Previous Team Management experience essential
  • Strong organisational skills and the ability to prioritise competing matters
  • Strong interpersonal skills
  • Experience in performance management, quality and efficiency improvement.
  • Experience of working within a National Advice firm ideally

Benefits of joining the business:

  • Death in Service
  • Private Medical Insurance
  • Group Income Protection
  • Employee Assistance Programme
  • Medicash
  • Private pension
  • Discretionary annual bonus
  • Flex/Hybrid working

A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.

Home/office hybrid working is fully supported and due to duties listed travel must be expected.

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.


Location: Swanley, Kent - Hybrid Working with Travel | Salary: 50000 - 55000 per year | Job type: Permanent | Posted: 18/09/2024

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