At a Glance
- Tasks: Lead a team of administrators and support Financial Planners in delivering 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, hybrid working, and excellent perks like private medical insurance.
- Why this job: This role offers career growth, exposure to high-value clients, and a chance to make an impact.
- Qualifications: Experience in wealth management, team leadership, and a commitment to high service standards required.
- Other info: Ideal for confident leaders ready to thrive in a dynamic, high-performing environment.
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 or financial planning administration. Emphasise any leadership roles you've held and specific achievements that demonstrate your ability to manage a team effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your experience in leading teams and how you can contribute to delivering exceptional client service. Mention your commitment to professional development, such as pursuing the Level 4 CII Diploma.
Showcase Your Communication Skills: Since excellent communication is key for this role, ensure your application reflects your ability to convey information clearly and professionally. Use concise language and structure your documents well to make them easy to read.
Highlight Operational Improvements: If you have experience driving operational improvements, be sure to include specific examples in your application. This could involve streamlining processes or enhancing team efficiency, which are crucial for the IFA Administration Team Leader position.
How to prepare for a job interview at mbf
✨Showcase Your Leadership Skills
As an IFA Administration Team Leader, you'll need to demonstrate your ability to lead and develop a team. Prepare examples of how you've successfully managed teams in the past, focusing on coaching, training, and performance reviews.
✨Highlight Your Client Service Experience
Exceptional client service is key in this role. Be ready to discuss specific instances where you've gone above and beyond for clients, particularly in high-pressure situations or with ultra-high-net-worth individuals.
✨Prepare for Operational Improvement Discussions
The firm values efficiency and risk management. Think about times when you've driven operational improvements in your previous roles and be prepared to share these insights during the interview.
✨Demonstrate Attention to Detail
Given the nature of the work, strong attention to detail is crucial. Bring examples of how your meticulousness has positively impacted your previous roles, especially in financial planning or administration.