IFA Administration Team Leader

IFA Administration Team Leader Location: London 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 Private Office 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 in the Private Office 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 15% non-contributory pension Private medical insurance (employee & household) Income protection and life cover (4x salary) 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.

Location: City of London, London, GB

Posted Date: 8/13/2025