Job Description
IFA Support Team Leader
Glasgow 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 Opportunity
As 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 You
To 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.
