Team Leader

A leading financial services firm dedicated to providing exceptional wealth management solutions to their clients is looking to hire a highly technical Team Leader. With a commitment to excellence and a client-centric approach, our client is expanding their team and seeking a dynamic individual to join us as an IFA Administration Team Leader with a focus on operations and technical questions as they already have a Team Leader who is people focused and they need someone to compliment their skill set.

IFA Administration Team Leader Salary is up to £45,000 + Benefits and hybrid working.

As the IFA Administration Team Leader – Technical / Operations Focus, you will be responsible for overseeing and optimising the administrative operations within an Independent Financial Advisor (IFA) team. You will play a key role in ensuring seamless day-to-day activities, process efficiency, and team performance.

Your responsibilities will include:

• Team Leadership:
• Lead and inspire a team of IFA Administrators, fostering a positive and collaborative work environment.
• Provide guidance, coaching, and performance feedback to team members.
• Foster a culture of continuous improvement and operational excellence.
• Streamline and enhance administrative processes to improve efficiency and accuracy.
• Ensure compliance with industry regulations and company policies.
• Monitor and report on key performance indicators (KPIs) to track the team's effectiveness.
• Collaborate with IFAs to understand client needs and expectations.
• Oversee the delivery of exceptional client service through effective communication and problem resolution.

To be considered:

• Proven experience in a leadership role within financial services administration, preferably in an IFA / Wealth Management environment.
• Strong understanding of financial products, regulations, and industry best practices.
• Excellent organisational and multitasking abilities with a keen eye for detail.
• Effective communication and interpersonal skills.
• Proficient in the use of relevant software and systems.