Senior IFA Administrator / Team Leader

We are currently recruiting on behalf of a highly successful, independent financial planning firm that is looking to appoint a Senior IFA Administrator / Team Leader to join their growing team. This is a fantastic opportunity to join a well-established yet ambitious business that currently manages approximately £300M in assets under management and has clear plans for significant future growth through organic expansion. As a result, there is excellent scope for long-term career progression and the opportunity to play a key role in shaping the future of the business. The Opportunity This is a hybrid position combining hands-on technical administration with team leadership responsibilities. You will provide high-level support to Financial Advisers while also taking on a supervisory role within the client support function. The business currently has a team of four administrators, with plans to expand and this role will be instrumental in helping to develop, guide and shape that team. You will act as a key link between the administration team and senior management, reporting directly to the Head of Operations. Key Responsibilities • Providing high-level IFA administration support to advisers • Overseeing the day-to-day workflow of the administration team • Supporting, mentoring, and developing junior team members • Acting as a key point of contact between administrators and senior leadership • Helping to implement and improve processes and efficiencies • Assisting with the growth and structure of the team as the business expands • Ensuring high standards of client service and compliance are maintained About You This role would suit either: • A Senior IFA Administrator looking to step up into a supervisory or team leader position, or • An existing Team Leader / Supervisor seeking a fresh challenge within a growing and forward-thinking firm You will ideally have: • Strong experience within IFA / financial planning administration • A good technical understanding of financial planning products and processes • Previous experience supporting or mentoring team members (desirable) • Excellent organisational and communication skills • A proactive mindset with the ability to take ownership and drive improvements What’s on Offer • Basic salary up to £40,000 • Discretionary bonus • Hybrid working • Supportive and collaborative working environment • Clear progression pathway as the business continues to grow • Opportunity to play a key role in shaping a developing team This is an excellent opportunity to join a thriving independent firm at an exciting stage of growth, where you can make a genuine impact and develop your career into a leadership position.