IFA Client Services Supervisor: Team Leader

Oakley Recruitment Limited; United Kingdom; On-site; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Contributory pension scheme

Medical cash plan scheme

Annual bonus

25 days annual leave + 8 bank holidays

Buy/sell extra holiday

Job summary

Oakley Recruitment Limited is partnering with an expanding organisation in Cardiff to recruit an IFA Client Services Supervisor for a full-time permanent role.

You will lead a team of Client Services Executives and Administrators, oversee workloads, and ensure FCA compliance while delivering exceptional service to clients and advisers. The role emphasizes coaching, process improvement, and performance reporting.

Qualifications

• Experience in financial services administration, ideally within an IFA environment.
• Proven leadership or supervisory experience.
• Strong understanding of FCA regulations and compliance requirements in financial services.
• Excellent organizational and time management skills.

Responsibilities

• Leading, motivating, and developing a team of IFA Client Services Executives and Administrators, creating a positive and high-performing working environment
• Overseeing the allocation of workloads, ensuring tasks are completed accurately, efficiently, and within agreed service levels
• Monitoring compliance with FCA regulations and internal procedures, reviewing work to ensure quality standards and regulatory requirements are consistently met
• Acting as the main point of escalation for complex client, adviser, and administrative queries, delivering effective solutions and exceptional customer service
• Supporting the ongoing development of the team through coaching, one-to-one meetings, performance reviews, and regular team communication
• Identifying opportunities to improve processes, implementing best practices, and driving continuous improvements across the department
• Producing performance reports, monitoring key performance indicators, and collaborating with senior management to support operational success

Skills

Leadership experience

Coaching

Client service

Communication

Time management

Problem solving

Tools

Microsoft Office

Job description

Oakley Recruitment Limited is partnering with an expanding organisation in Cardiff to recruit an IFA Client Services Supervisor for a full-time permanent role.

You will lead a team of Client Services Executives and Administrators, oversee workloads, and ensure FCA compliance while delivering exceptional service to clients and advisers. The role emphasizes coaching, process improvement, and performance reporting.