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IFA Support Team Leader - Glasgow (hybrid) Basic to £52k + flex bens and bonus

MI Search Ltd·Glasgow (Scotland)
£45 000 – £52 000 / year
Apply on sourceYou are leaving VoxJobs for reed.co.uk — the application is handled directly by the company. reed.co.uk

Job description

IFA Support Team LeaderGlasgow | Hybrid Working (Minimum 3 Days in the Office) Are you an experienced IFA professional with a passion for leadership, team development, and operational excellence? Our client, a highly respected and growing Independent Financial Advice firm, is seeking an IFA Support Team Leader to oversee and develop a team of IFA Administrators supporting Financial Advisers across multiple locations. This is an exciting opportunity to join a progressive wealth management business where people development, client service, and continuous improvement are at the heart of the organisation. The OpportunityAs the IFA Support Team Leader, you will play a pivotal role in ensuring the efficient delivery of high-quality administrative support to the advice team. You will be responsible for managing day-to-day workflow, maximising team performance, and fostering a collaborative and positive working environment. This role would suit an experienced Team Leader, Senior Administrator, or Operations professional who has a strong background within financial planning and wealth management and a proven ability to lead and inspire teams. Key Responsibilities • Lead, motivate, and develop a team of IFA Administrators across multiple offices. • Manage workflow allocation to ensure service levels and deadlines are consistently achieved. • Conduct regular one-to-one meetings, performance reviews, and coaching sessions. • Produce and analyse Management Information (MI) to monitor team performance and identify improvement opportunities. • Drive operational efficiency and support business improvement initiatives. • Ensure adherence to regulatory and compliance requirements. • Support recruitment, onboarding, and training of new team members. • Build strong working relationships with Financial Advisers and key stakeholders across the business. • Champion a culture of collaboration, accountability, and continuous development. About YouTo be successful in this role, you will have: • Previous experience within an Independent Financial Advice, Wealth Management, or Financial Planning environment. • Proven experience leading, managing, and developing teams of IFA Administrators or support staff. • Strong understanding of financial planning administration processes, provider platforms, and industry regulations. • Experience managing workloads, service standards, and performance metrics. • Excellent communication, organisational, and stakeholder management skills. • A proactive approach with a passion for improving processes and developing people. Qualifications • CII qualifications or active progression towards professional qualifications would be highly advantageous but not essential What's on Offer? • Hybrid working arrangement. • Competitive salary and benefits package. • Opportunity to lead an established and growing support function. • Collaborative and supportive working environment.

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Original source
reed.co.uk
Posted
Jul 02, 2026 · true date
Last verified
3 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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