IFA Administration Team Leader

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.