Financial Services Team Leader

The Private Office LLP; Leeds; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading financial services company is seeking an experienced IFA Administrator to manage a team effectively while ensuring high-quality client correspondence and business processes. The role demands strong leadership, excellent communication skills, and the ability to handle complex technical tasks in a fast-paced environment.

Benefits

Company discretionary bonus scheme

Private Healthcare

Group Income Protection

Life Assurance

Eye Care Scheme

Wellbeing programme

Bike to Work Scheme

Support for professional qualifications

Qualifications

• Experience in Team Leader or Senior CDA role preferred.
• Ability to work under pressure and manage multiple tasks.
• Proven ability to meet deadlines and targets.

Responsibilities

• Full line management responsibility of the CDAs.
• Conduct performance management and manage appraisals.
• Ensure effective workflow management through task assignment.

Skills

Team Leadership

Workflow Management

Communication

Relationship Management

Delegation

Job description

Are you an experienced IFA Administrator looking for a new role?

Do you want to work with an award-winning team?

You will have full line management responsibility for your team. You will ensure that all client correspondence and business processing are completed to a high quality and in a timely manner by demonstrating effective delegation and workflow management within your team of CDAs.

Responsibilities

• Full line management responsibility of the CDAs;
• Conduct monthly 1:1s, ongoing performance and behaviour management;
• Manage appraisals, salary reviews, and objective setting;
• Handle holiday requests, sickness/absence, and day-to-day HR queries;
• Ensure effective workflow management through task assignment and delegation;
• Develop and maintain relationships with key stakeholders, including colleagues and third parties;
• Oversee financial transactions to ensure accuracy and FCA compliance;
• Monitor and oversee workflow, working with fellow Team Leaders to balance workload;
• Build and maintain relationships with the CRM team to ensure communication and prioritisation align with adviser and client needs;
• Handle complex technical new business processing, such as Defined Benefit transfers, specialised investments, or Family Office support on an ad-hoc basis;
• Take on cases or tasks during high volume periods or limited team capacity;
• Maintain effective relationships with clients, colleagues, and third parties;
• Ensure data in Curo is accurately maintained to support MI reporting;
• Present at team meetings as appropriate;
• Communicate Management Information (MI) and forecasts;
• Assist with recruitment and interviewing of new team members.

Benefits

• Company discretionary bonus scheme;
• Full-time hours (35 per week), Monday to Friday, 9:00 am - 5:00 pm, with 1 hour for lunch;
• 24 holidays, increasing to 26, plus 2 additional paid days during Christmas shutdown;
• Private Healthcare*;
• Group Income Protection;
• Life Assurance;
• Eye Care Scheme;
• Wellbeing programme;
• Bike to Work Scheme;
• Support for professional qualifications.

*after qualifying period

Knowledge, Skills, and Experience

• Ability to work under pressure and handle multiple tasks daily;
• Ideally experience in a Team Leader or Senior CDA role;
• Proven ability to meet deadlines and targets;
• Confident in managing relationships with advisers and team members;
• Strong delegation and workflow management skills;
• Excellent communication and people skills;
• Ability to prioritise work to meet Service Level Agreements (SLAs);
• Ability to build effective relationships across teams.