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For Companies At a Glance
- Tasks: Lead and develop a team of IFA Administrators while ensuring excellent client experiences.
- Company: Join an award-winning financial services organisation with diverse offerings.
- Benefits: Enjoy a competitive salary, hybrid working model, generous holiday allowance, and bonus opportunities.
- Why this job: Be part of a dynamic team focused on operational excellence and client satisfaction.
- Qualifications: Experience in financial planning or related fields, with strong leadership and communication skills.
- Other info: This role offers a blend of office collaboration and remote flexibility.
The predicted salary is between 36000 - 54000 £ per year.
Mbf are working with an award winning, national financial services organisation to recruit an experienced Team Leader. Our client is a multi-faceted business, offering a range of services across financial planning, corporate wealth and employee benefits. This position will join their growing financial planning division. We are looking for an IFA Administration Team Leader to join a dynamic team and drive operational excellence.
About the Role
As a Team Leader, you will be responsible for motivating, coaching, and developing a team of IFA Administrators. You'll work closely with financial planners to ensure outstanding client experiences, high operational standards, and team effectiveness. This is a hybrid role, offering a balance of office-based collaboration and remote working flexibility.
Key Responsibilities
- Lead and develop a team of Client Administrators, conducting appraisals, 1:1s, and training sessions.
- Provide expert guidance on technical and process matters while acting as the go-to person for team support.
- Build strong client relationships through regular contact and ensure accurate client records and documentation.
- Collaborate with financial planners and paraplanners to support suitability reports and pipeline management.
- Promote a culture of service excellence and ensure compliance with regulatory standards.
What We’re Looking For
- Ideally you will have previous experience within a similar role in financial planning. However, the client will also consider experienced Team Leaders/Managers from wider financial services backgrounds such as pensions, investments, platforms, mortgages etc.
- Proven ability to manage, mentor, and develop a team.
- Excellent organisational and prioritisation skills.
- Exceptional written and verbal communication abilities.
- Stakeholder management and positive influencing skills.
- A commitment to delivering outstanding client service.
What’s on offer?
Competitive salary up to £45,000 plus bonus. Hybrid working model for enhanced work-life balance - 2 days in the office. Generous holiday allowance and strong overall benefits package.
Financial Planning Administration Team Leader employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administration Team Leader
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and administration. This will not only help you understand the industry better but also allow you to speak confidently about how you can contribute to the team during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience in team leadership roles. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare specific examples of how you've successfully led teams in the past. Highlight your coaching and mentoring experiences, as these are crucial for the Team Leader position.
✨Tip Number 4
Research the company’s values and culture. Understanding what they prioritise will help you align your responses during interviews and demonstrate that you're a good fit for their team.
We think you need these skills to ace Financial Planning Administration Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and team leadership. Use specific examples that demonstrate your ability to manage and develop a team, as well as your organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your commitment to client service excellence. Mention how your previous experiences align with the responsibilities of the Team Leader role.
Highlight Key Skills: In your application, emphasise your exceptional communication abilities and stakeholder management skills. Provide examples of how you've successfully influenced others and built strong client relationships.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at mbf
✨Showcase Your Leadership Skills
As a Team Leader, it's crucial to demonstrate your ability to motivate and develop a team. Prepare examples of how you've successfully led teams in the past, focusing on coaching, mentoring, and achieving operational excellence.
✨Understand the Financial Services Landscape
Familiarise yourself with the various aspects of financial planning, corporate wealth, and employee benefits. Being knowledgeable about these areas will help you engage in meaningful discussions and show your commitment to the role.
✨Emphasise Client Relationship Management
Highlight your experience in building strong client relationships. Be ready to discuss specific instances where you've ensured outstanding client experiences and maintained accurate records, as this is key to the role.
✨Prepare for Technical Questions
Expect questions related to technical processes and compliance standards in financial services. Brush up on relevant regulations and be prepared to explain how you've navigated these in your previous roles.
