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- Tasks: Lead a team of CDAs, manage workflows, and ensure compliance in financial processes.
- Company: Join an award-winning financial planning firm known for client care and professional development.
- Benefits: Enjoy a hybrid work model, private healthcare, and a generous holiday allowance.
- Why this job: This role offers leadership opportunities, career growth, and a supportive team culture.
- Qualifications: Experience in a Team Leader or Senior CDA role is essential, along with strong communication skills.
- Other info: You'll have the chance to support professional qualifications and participate in a discretionary bonus scheme.
The predicted salary is between 29000 - 32000 £ per year.
Location: Leeds (Hybrid)
Salary: £35,000 – £38,000
Benefits: Discretionary bonus scheme, Private Healthcare*, Group Income Protection, Life Assurance, Eye Care Scheme, Wellbeing programme, Bike to Work Scheme, Full support with professional qualifications, 24–26 days holiday plus Christmas shut-down *After qualifying period
About the Company: A highly regarded, award-winning financial planning firm with a strong reputation for client care and technical excellence. Known for its supportive team culture and commitment to professional development, the business continues to grow across the UK, offering flexible working and structured progression.
Role Summary: This hybrid-based Team Leader position in Leeds is ideal for a Senior IFA Administrator or CDA ready to take the next step. You’ll oversee a dedicated team, ensuring quality, compliance, and efficient workflows. With full line-management responsibilities and a hand in technical case support, this role offers variety, leadership, and career growth within a stable, growing firm.
Key Responsibilities:
- Line-manage CDAs: Conduct monthly 1:1s, appraisals, objective setting, and performance support
- HR oversight: Handle holiday, sickness, absence, and day-to-day HR matters confidently
- Workflow delegation: Manage task flow and priorities, ensuring fair distribution across teams
- Compliance checks: Ensure accuracy in financial processing and full FCA compliance in files
- Relationship management: Liaise with Advisers, CRM teams, clients, and third parties
- Technical support: Step into complex cases such as DB transfers and Family Office tasks when needed
- MI and systems: Maintain Curo data, assist with reporting and present updates to the wider team
- Recruitment: Support hiring and interviews for new CDA team members
Requirements:
- Experience in a Team Leader or Senior CDA role within financial services
- Confident in people management and stakeholder communication
- Skilled in workflow management and meeting SLAs
- Working knowledge of FCA compliance and technical business processes
- Strong relationship-building and multitasking abilities
Apply below!
Contact Detail:
Capio Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator Team Leader
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high standards in financial services.
✨Tip Number 2
Highlight your leadership experience by preparing specific examples of how you've successfully managed teams or projects in the past. Be ready to discuss your approach to performance management and team development.
✨Tip Number 3
Network with professionals in the financial services sector, especially those in leadership roles. Engaging with industry peers can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 4
Prepare to discuss your experience with workflow management and how you've ensured efficiency in previous roles. Being able to articulate your strategies for managing tasks and meeting SLAs will set you apart from other candidates.
We think you need these skills to ace IFA Administrator Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in team leadership or as a Senior CDA. Emphasise your skills in people management, compliance, and workflow management to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific examples of how you've successfully managed teams, ensured compliance, and improved workflows in previous positions.
Highlight Relevant Skills: In your application, clearly outline your experience with FCA compliance, technical case support, and relationship management. Use bullet points to make these skills stand out and easy to read.
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, which is crucial in the financial services industry.
How to prepare for a job interview at Capio Recruitment
✨Showcase Your Leadership Skills
As a Team Leader, it's crucial to demonstrate your ability to manage and motivate a team. Prepare examples of how you've successfully led teams in the past, focusing on your approach to performance support and conflict resolution.
✨Understand Compliance Requirements
Familiarise yourself with FCA compliance and financial processing standards. Be ready to discuss how you ensure accuracy and compliance in your previous roles, as this will be a key responsibility in the position.
✨Highlight Your Relationship Management Experience
This role involves liaising with various stakeholders, so be prepared to share specific instances where you've built strong relationships with clients, advisers, or third parties. Emphasise your communication skills and ability to manage expectations.
✨Demonstrate Workflow Management Skills
The ability to manage task flow and priorities is essential. Discuss your experience in workflow delegation and how you've ensured fair distribution of tasks within your team, especially under tight deadlines.
