An established and forward-thinking independent financial planning firm is seeking an IFA Administration Manager / IFA Administrator Team Lead to join their growing team. This role is ideal for an experienced IFA Administrator or Senior Client Support professional who enjoys leading people, driving high standards and ensuring exceptional client service.

Working closely with the senior leadership team, you will oversee a group of administrators (internally known as Client Relationship Managers) while actively contributing to the firm’s commitment to delivering outstanding financial planning support.

The Role

As the IFA Administration Manager / IFA Administrator Team Lead, you will:

• Mentor, motivate and develop a team of Client Relationship Managers
• Oversee workflow, quality, processes and compliance within the admin function
• Support new team member onboarding and ongoing training
• Strengthen client relationships and act as a key point of contact for queries
• Assist with client meeting preparation, research, documentation and follow-up actions
• Process applications across pensions, investments, ISAs, bonds and protection
• Identify and implement improvements that enhance service, efficiency and client care
• Produce MI reports and maintain accurate data within the back-office system
• Work collaboratively with senior stakeholders to maintain a first-class service offering

About You

The ideal IFA Administration Manager / IFA Administrator Team Lead will have:

• Experience as an IFA Administrator, Senior Administrator or Financial Planning Assistant
• Proven supervisory, coaching or team leadership experience
• Strong organisational skills and excellent attention to detail
• A proactive, positive and solutions-focused approach
• Exceptional communication and relationship-building abilities
• Confidence working independently and managing competing deadlines
• Strong technical aptitude with MS Office and financial services software
• The desire to contribute to a high-performing, client-centric environment

Benefits

• Salary £42,000 – £55,000 (experience dependent)
• Performance bonus (individual and company)
• Hybrid working
• 26.5 days holiday + bank holidays
• Pension
• Full study support available (with salary increases for exams passed)
• Long-term career progression within a respected, ambitious firm

The Company

This award-winning financial planning business has built a reputation for delivering exceptional, client-focused advice and service. With a long-standing history of growth and innovation, they offer a supportive, professional environment where people are invested in, valued and encouraged to progress.

Apply

If you are an experienced IFA professional ready to take the next step into an IFA Administration Manager / IFA Administrator Team Lead role, we would love to hear from you.

Please apply with your CV to Laura at Financial Divisions. All successful shortlisted applicants will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.