Mbf Royal Tunbridge Wells, England, United Kingdom
mbf Royal Tunbridge Wells, England, United Kingdom
3 days ago Be among the first 25 applicants
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Founder | Recruitment within Financial Services, Insurance and Tech & Change
Location: Tunbridge Wells
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 financial planning 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
* 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
* Private medical insurance
* Income protection and life cover
* 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.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Management
Referrals increase your chances of interviewing at mbf by 2x
Sign in to set job alerts for “Sales Support Team Lead” roles.
Coulsdon, England, United Kingdom 1 month ago
Leeds, England, United Kingdom 2 months ago
Rye, England, United Kingdom 2 months ago
Royal Tunbridge Wells, England, United Kingdom 3 months ago
Capel, England, United Kingdom 22 hours ago
South Croydon, England, United Kingdom 2 weeks ago
Rye Foreign, England, United Kingdom 2 weeks ago
West Malling, England, United Kingdom 1 week ago
Tonbridge, England, United Kingdom 3 days ago
Maidstone, England, United Kingdom 1 day ago
Chislehurst, England, United Kingdom 22 hours ago
Gravesend, England, United Kingdom 1 day ago
Hassocks, England, United Kingdom 1 day ago
Little London, England, United Kingdom 2 weeks ago
Maidstone, England, United Kingdom 1 week ago
Maidstone, England, United Kingdom 3 weeks ago
Director, Global Product & Technical Support
Redhill, England, United Kingdom 3 weeks ago
Telephone Customer Service - Mercedes-Benz of Dartford
Dartford, England, United Kingdom 2 weeks ago
Sidcup, England, United Kingdom 2 days ago
Telephone Customer Reservations - Mercedes-Benz
Dartford, England, United Kingdom 2 weeks ago
Customer Compliance & Technical Systems Coordinator
Orpington, England, United Kingdom 7 hours ago
Bromley, England, United Kingdom 1 week ago
West Wickham, England, United Kingdom 5 days ago
Customer Assistance Coordinator - Medical
Croydon, England, United Kingdom 1 week ago
Bromley, England, United Kingdom 3 days ago
Bromley, England, United Kingdom 1 day ago
Bromley, England, United Kingdom 3 days ago
Royal Tunbridge Wells, England, United Kingdom 3 weeks ago
Chattenden, England, United Kingdom 3 weeks ago
Expression of Interest - Join Allianz Partners UK
Croydon, England, United Kingdom 3 days ago
Crowborough, England, United Kingdom 1 week ago
Crawley, England, United Kingdom 2 weeks ago
Gillingham, England, United Kingdom 3 months ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr