Temporary Position with Potential for Permanent
Career
You’re a tech savvy Senior IFA Administrator ready to take the next big step in your career? Do you thrive in a fast-paced, client focused environment and have a passion for developing others? If you're looking for a leadership opportunity where your expertise and drive can make a real impact.
About the role
This is more than just a step up,it's a chance to shape the future of an agile business that puts client outcomes at the heart of everything. You’ll lead a team, support a high-performing Financial Planner, and play a key role in delivering exceptional service to clients.
Accountabilities
* Be the Go-To: Act as the escalation point for complex queries and provide clear, proactive solutions.
* Client-Facing Impact: Prepare high-quality documentation for client meetings and communicate directly with clients to resolve queries.
* Operational Excellence: Process new business applications, liaise with providers, and navigate platforms with confidence.
* Lead & Inspire: Manage and mentor a team of 4 Client Administrators, fostering a culture of collaboration, accountability.
* Drive Performance: Use data to monitor accuracy, performance, and service levels ensuring the team consistently delivers excellence.
Skills and Experience
* Proven experience in a Team Leader or senior support role within Wealth Management, Financial Planning, or IFA environments.
• Strong technical knowledge across pensions, investments, mortgages, and protection.
• A natural communicator and organiser who thrives on developing people and delivering results.
• Confident with Excel (pivot tables, VLOOKUPs) and analytical thinking.
• A collaborative mindset and a passion for building a high-performing, innovative team.
Benefits
* Competitive Pension Scheme - we contribute 6%, you 3%
* 26 days holiday plus bank holidays
* Private Medical Insurance
* Life Assurance (4x)
* Group Income Protection
* Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
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