Financial Planning Administration Team Leader

ZipRecruiter; Bath; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

Join a forward-thinking financial services organization as an IFA Administration Team Leader. This hybrid role offers the perfect blend of office collaboration and remote flexibility. You will lead a dynamic team, ensuring exceptional client experiences and high operational standards. With a focus on mentoring and development, your leadership will drive the team's success in delivering outstanding service. Enjoy a competitive salary and generous benefits while contributing to a culture of excellence in a thriving financial planning division.

Benefits

Generous holiday allowance

Strong overall benefits package

Hybrid working model

Qualifications

• Experience in financial planning or related financial services.
• Proven ability to mentor and develop a team effectively.

Responsibilities

• Lead and develop a team of Client Administrators, conducting appraisals and training.
• Build strong client relationships and ensure accurate documentation.

Skills

Team Leadership

Client Relationship Management

Organisational Skills

Communication Skills

Stakeholder Management

Job description

Job Description

Mbf are working with an award winning, financial services organisation to recruit an experienced Team Leader. Our client is a multi-faceted business, offering a range of services across financial planning, corporate wealth and employee benefits.

This position will join their growing financial planning division. We are looking for an IFA Administration Team Leader to join a dynamic team and drive operational excellence.

About the Role

As a Team Leader, you will be responsible for motivating, coaching, and developing a team of IFA Administrators. You'll work closely with financial planners to ensure outstanding client experiences, high operational standards, and team effectiveness.

This is a hybrid role, offering a balance of office-based collaboration and remote working flexibility.

Key Responsibilities

• Lead and develop a team of Client Administrators, conducting appraisals, 1:1s, and training sessions.
• Provide expert guidance on technical and process matters while acting as the go-to person for team support.
• Build strong client relationships through regular contact and ensure accurate client records and documentation.
• Collaborate with financial planners and paraplanners to support suitability reports and pipeline management.
• Promote a culture of service excellence and ensure compliance with regulatory standards.

What We’re Looking For

• Ideally you will have previous experience within a similar within financial planning. However, the client will also consider experienced Team Leaders/Managers from wider financial services backgrounds such as: pension, investments, platforms, mortgages etc.
• Proven ability to manage, mentor, and develop a team.
• Excellent organisational and prioritisation skills.
• Exceptional written and verbal communication abilities.
• Stakeholder management and positive influencing skills.
• A commitment to delivering outstanding client service.

What’s on offer?

• Competitive salary up to £45,000 plus bonus.
• Hybrid working model for enhanced work-life balance - 2 days in the office.
• Generous holiday allowance and strong overall benefits package