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.