At a Glance
- Tasks: Lead a team while providing top-notch support to financial advisers.
- Company: Thriving independent financial planning firm with ambitious growth plans.
- Benefits: Up to £40,000 salary, hybrid work, bonuses, and career progression.
- Other info: Collaborative environment with opportunities for personal and professional development.
- Why this job: Join a growing team and shape the future of financial planning.
- Qualifications: Experience in IFA administration and strong leadership skills.
The predicted salary is between 40000 - 40000 £ per year.
We are currently recruiting on behalf of a highly successful, independent financial planning firm that is looking to appoint a Senior IFA Administrator / Team Leader to join their growing team. This is a fantastic opportunity to join a well-established yet ambitious business that currently manages approximately £300M in assets under management and has clear plans for significant future growth through organic expansion. As a result, there is excellent scope for long-term career progression and the opportunity to play a key role in shaping the future of the business.
The Opportunity
This is a hybrid position combining hands-on technical administration with team leadership responsibilities. You will provide high-level support to Financial Advisers while also taking on a supervisory role within the client support function. The business currently has a team of four administrators, with plans to expand and this role will be instrumental in helping to develop, guide and shape that team. You will act as a key link between the administration team and senior management, reporting directly to the Head of Operations.
Key Responsibilities
- Providing high-level IFA administration support to advisers
- Overseeing the day-to-day workflow of the administration team
- Supporting, mentoring, and developing junior team members
- Acting as a key point of contact between administrators and senior leadership
- Helping to implement and improve processes and efficiencies
- Assisting with the growth and structure of the team as the business expands
- Ensuring high standards of client service and compliance are maintained
About You
This role would suit either:
- A Senior IFA Administrator looking to step up into a supervisory or team leader position, or
- An existing Team Leader / Supervisor seeking a fresh challenge within a growing and forward-thinking firm
You will ideally have:
- Strong experience within IFA / financial planning administration
- A good technical understanding of financial planning products and processes
- Previous experience supporting or mentoring team members (desirable)
- Excellent organisational and communication skills
- A proactive mindset with the ability to take ownership and drive improvements
What’s on Offer
- Basic salary up to £40,000
- Discretionary bonus
- Hybrid working
- Supportive and collaborative working environment
- Clear progression pathway as the business continues to grow
- Opportunity to play a key role in shaping a developing team
This is an excellent opportunity to join a thriving independent firm at an exciting stage of growth, where you can make a genuine impact and develop your career into a leadership position.
Senior IFA Administrator / Team Leader in Swindon employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator / Team Leader in Swindon
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior IFA Administrator / Team Leader in Swindon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
