Job Description

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.