At a Glance
- Tasks: Lead a team, support financial planners, and deliver exceptional client service.
- Company: Dynamic IFA firm focused on innovation and client satisfaction.
- Benefits: Competitive salary, professional development, and a collaborative work culture.
- Other info: Agile working environment with diverse tasks for continuous growth.
- Why this job: Shape team operations and make a real impact in a fast-paced environment.
- Qualifications: 4+ years in admin support, team management, and strong technical knowledge.
The predicted salary is between 35000 - 45000 £ per year.
You’re a tech savvy IFA Administrator, already looking to improve processes and manage a small team that thrives in a fast-paced, client focused environment. You’ll have a passion for developing others, supporting advisers or wanting a leadership opportunity where your expertise will genuinely shape the way the team operates.
About the role
You’ll lead a team, support a high-performing Financial Planner, and play a key role in delivering exceptional service to clients.
Accountabilities
- Be the Go-To: Act as the escalation point for complex queries and provide clear, proactive solutions.
- Client-Facing Impact: Prepare high-quality documentation for client meetings and communicate directly with clients to resolve queries.
- Operational Excellence: Process new business applications, liaise with providers, and navigate platforms with confidence.
- Lead & Inspire: Manage and mentor a team of 2 Client Administrators, fostering a culture of collaboration and accountability.
- Drive Performance: Use data to monitor accuracy, performance, and service levels, ensuring the team consistently delivers excellence.
Skills and Experience
- 4+ years experience in a senior admin support role, including supervising or managing a team within Wealth Management, Financial Planning, or an IFA firm.
- Strong technical knowledge across pensions, investments, mortgages, and protection.
- A natural communicator and organiser who thrives on developing people and delivering results.
- Confident with Excel (pivot tables, VLOOKUPs) and analytical thinking.
- Confidence managing workflow and coaching others.
- Experience with Xplan or similar systems.
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
IFA Administrator Team Leader employer: atomos wealth
As an IFA Administrator Team Leader, you'll join a dynamic and supportive workplace that values innovation and client satisfaction. Our commitment to employee development is evident through our agile working environment, where you can engage in diverse projects and enhance your skills while leading a dedicated team. With a focus on collaboration and performance excellence, we offer a unique opportunity to shape the future of our services in a fast-paced financial setting.
