IFA Administrator Team Leader

Job Title: IFA Administrator Team Leader
Location: Leeds (Hybrid)
Salary: £35,000 - £38,000
Benefits: Discretionary bonus scheme, Private Healthcare*, Group Income Protection, Life Assurance, Eye Care Scheme, Wellbeing programme, Bike to Work Scheme, Full support with professional qualifications, 24-26 days holiday plus Christmas shut-down
*After qualifying period

About the Company:
A highly regarded, award-winning financial planning firm with a strong reputation for client care and technical excellence. Known for its supportive team culture and commitment to professional development, the business continues to grow across the UK, offering flexible working and structured progression.

Role Summary:
This hybrid-based Team Leader position in Leeds is ideal for a Senior IFA Administrator or CDA ready to take the next step. You’ll oversee a dedicated team, ensuring quality, compliance, and efficient workflows. With full line-management responsibilities and a hand in technical case support, this role offers variety, leadership, and career growth within a stable, growing firm.

Key Responsibilities:
• Line-manage CDAs: Conduct monthly 1:1s, appraisals, objective setting, and performance support
• HR oversight: Handle holiday, sickness, absence, and day-to-day HR matters confidently
• Workflow delegation: Manage task flow and priorities, ensuring fair distribution across teams
• Compliance checks: Ensure accuracy in financial processing and full FCA compliance in files
• Relationship management: Liaise with Advisers, CRM teams, clients, and third parties
• Technical support: Step into complex cases such as DB transfers and Family Office tasks when needed
• MI and systems: Maintain Curo data, assist with reporting and present updates to the wider team
• Recruitment: Support hiring and interviews for new CDA team members

Requirements:
• Experience in a Team Leader or Senior CDA role within financial services
• Confident in people management and stakeholder communication
• Skilled in workflow management and meeting SLAs
• Working knowledge of FCA compliance and technical business processes
• Strong relationship-building and multitasking abilities

Apply Now !