IFA Administrator Team Leader

IFA Admin Team Leader

Location: Preston. Free onsite parking
Salary: £35,000 - £40,000
Full-Time | Permanent

We’re working with a dynamic, nationwide financial planning firm seeking an experienced and motivated Team Leader to oversee and support their Client Service Coordinators (CSOs) based in Preston & Manchester, to consist of a team of five. This is a key role for someone who enjoys leading by example, mentoring others, and driving continuous improvement across client services and operations.

Benefits:

• 25 days holiday + bank holidays
• Private Medical Insurance
• Life Assurance
• Income Protection
• Company Pension

Key Responsibilities:

• Lead, support, and allocate work to the Client Service Co-ordinators
• Provide training, coaching, and performance development
• Manage MI reports to support service delivery and track team development
• Perform day-to-day CSO responsibilities including client communications, appointment booking, provider liaison, meeting pack preparation, and system updates
• Collaborate with Financial Planners, paraplanners, and product providers to support efficient advice delivery
• Contribute to process improvement within the Financial Planning Support function
• Generate fee invoices and provide new business support when needed

What We're Looking For:

• Strong background in financial planning support or admin roles
• Proven team leadership or mentoring experience
• In-depth knowledge of platforms, providers, and Intelligent Office (IO)
• Excellent organisation, communication, and time management skills
• A hands-on leader who’s happy to contribute while guiding others

If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15925