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For Companies At a Glance
- Tasks: Lead a team supporting Financial Planners and deliver exceptional client service.
- Company: Join a prestigious investment and wealth management firm with a respected Private Office division.
- Benefits: Enjoy a salary up to £55,000, private medical insurance, and a generous pension scheme.
- Why this job: This role offers career growth, exposure to high-value clients, and a dynamic team culture.
- Qualifications: Experience in wealth management, team leadership, and a commitment to high service standards required.
- Other info: Hybrid working model with opportunities for professional development and training.
The predicted salary is between 33000 - 77000 £ per year.
Job Description
IFA Administration Team Leader
Location: London
Salary: Up to £55,000 + Excellent Benefits
Working Model: Hybrid
A prestigious investment and wealth management firm is seeking an experienced IFA Administration Team Leader to manage a team of high-performing administrators and provide outstanding support to regulated Financial Planners and ultra-high-net-worth clients. This is a rare opportunity to join a respected Private Office division, offering long-term career development and exposure to complex, high-value client work.
Key Responsibilities:
- Lead and develop a team of administrators supporting Financial Planners in the Private Office
- Ensure the consistent delivery of exceptional client service
- Provide coaching, training, and performance reviews through regular 1-2-1s
- Drive operational improvements and manage risk and efficiency within team processes
- Personally support one Financial Planner by attending client meetings, documenting actions, and ensuring completion
- Assist with drafting reports, managing client communications, and maintaining accurate records
- Prepare and chair team meetings and represent the team across internal functions
Ideal Candidate Profile:
- Background in wealth management or financial planning administration
- Experience in people management or leading a team
- Excellent organisational and communication skills
- Strong attention to detail and dedication to high service standards
- Progress towards (or willingness to begin) the Level 4 CII Diploma in Regulated Financial Planning
Benefits Include:
- Salary to £55,000
- 15% non-contributory pension
- Private medical insurance (employee & household)
- Income protection and life cover (4x salary)
- Annual health screening, virtual GP, gym subsidy
- Cycle-to-work scheme and interest-free season ticket loan
If you're a confident people leader ready to step into a pivotal role in a high-performing wealth management team, we’d love to hear from you.
IFA Administration Team Leader employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administration Team Leader
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and financial planning. This will not only help you understand the industry better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience in IFA administration. Attend industry events or join relevant online forums to build connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in the past. Be ready to provide specific examples of how you've improved team performance and client service.
✨Tip Number 4
Research the company’s values and culture. Tailor your approach to align with their mission, demonstrating that you’re not just a fit for the role, but also for the organisation as a whole.
We think you need these skills to ace IFA Administration Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and team leadership. Use specific examples that demonstrate your ability to manage a team and deliver exceptional client service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your background in financial planning administration and how it aligns with the responsibilities of the IFA Administration Team Leader position.
Highlight Key Skills: Emphasise your organisational and communication skills in your application. Provide examples of how you've successfully led teams and improved operational processes in previous roles.
Show Commitment to Professional Development: Mention your progress towards the Level 4 CII Diploma in Regulated Financial Planning or your willingness to start it. This shows your dedication to the field and your desire to grow within the industry.
How to prepare for a job interview at mbf
✨Showcase Your Leadership Skills
As an IFA Administration Team Leader, your ability to lead and develop a team is crucial. Be prepared to discuss your previous experiences in managing teams, including how you motivated them and handled challenges. Use specific examples to illustrate your leadership style.
✨Demonstrate Client-Centric Thinking
This role involves providing exceptional client service, so be ready to share instances where you've gone above and beyond for clients. Highlight your understanding of the needs of ultra-high-net-worth clients and how you ensure their satisfaction.
✨Prepare for Operational Improvement Discussions
The firm values efficiency and risk management, so think about how you've driven operational improvements in past roles. Be ready to discuss specific processes you've enhanced and the positive outcomes that resulted from those changes.
✨Emphasise Your Attention to Detail
Given the nature of financial planning, attention to detail is paramount. Prepare to discuss how you maintain accuracy in your work, whether it's through drafting reports or managing client communications. Providing examples of how your diligence has benefited your team or clients will strengthen your case.
