IFA Administration Team Leader
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
* Exceptional pension
* 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.