IFA Administration Team Leader

IFA Administration Team leader

Hybrid working

Cardiff/Warwick/Cheltenham

Up to £55,000

This role is ideal for experienced team leaders within Financial Services who enjoy people management and want to contribute to an ambitious, growing advice business.

You’ll be leading a team that supports Financial Planners by ensuring top-tier client service and operational efficiency. If you’re someone who thrives in a dynamic environment, likes solving problems, and wants to be part of a journey shaping the future of financial advice, this could be the move for you. You’ll enjoy a supportive environment, progression opportunities, and the satisfaction of driving real impact.

The Business

The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It’s on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they’re building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow.

The Role

You’ll be leading a team of executive and client support professionals who are the operational backbone to Financial Planners across the business. Your day will be varied - one moment coaching a team member on handling a complex client case, the next improving internal processes, or jumping on a video call with other leaders to align on strategy. You’ll work closely with Compliance, oversee data accuracy, support recruitment, and ensure performance standards are met. Expect lots of collaboration, a proactive approach to improvement, and frequent visits to other offices to build strong, connected teams. The offices you will work in/with are based in Cardiff, Warwick and Cheltenham.

Benefits

• Salary up to £55k
• Hybrid working
• 25 days holiday plus bank holidays
• Employer pension
• Death in Service (4 x annual salary)
• Private Medical Insurance provided by Vitality.
• Group Income Protection
• Employee Assistance Programme
• Medicash (healthcare cash back plan)
• Career development and training support

How to Apply

If you want to find out more about this opportunity, then simply click apply here. You can then leave the rest to us in terms of arranging an interview with the business.

Synonyms

Advice Support Manager, Advice Admin Team Lead, Financial Planning Operations Lead, Client Delivery Manager, Office Manager