Full job descriptionIFA Support Team LeaderGlasgow | Hybrid Working (Minimum 3 Days in the Office)
Are you an experienced IFA professional with a passion for leadership, team development, and operational excellence?
Our client, a highly respected and growing Independent Financial Advice firm, is seeking an IFA Support Team Leader to oversee and develop a team of IFA Administrators supporting Financial Advisers across multiple locations. This is an exciting opportunity to join a progressive wealth management business where people development, client service, and continuous improvement are at the heart of the organisation.
The OpportunityAs the IFA Support Team Leader, you will play a pivotal role in ensuring the efficient delivery of high-quality administrative support to the advice team. You will be responsible for managing day-to-day workflow, maximising team performance, and fostering a collaborative and positive working environment.
This role would suit an experienced Team Leader, Senior Administrator, or Operations professional who has a strong background within financial planning and wealth management and a proven ability to lead and inspire teams.
Key Responsibilities*Lead, motivate, and develop a team of IFA Administrators across multiple offices.
*Manage workflow allocation to ensure service levels and deadlines are consistently achieved.
*Conduct regular one-to-one meetings, performance reviews, and coaching sessions.
*Produce and analyse Management Information (MI) to monitor team performance and identify improvement opportunities.
*Drive operational efficiency and support business improvement initiatives.
*Ensure adherence to regulatory and compliance requirements.
*Support recruitment, onboarding, and training of new team members.
*Build strong working relationships with Financial Advisers and key stakeholders across the business.
*Champion a culture of collaboration, accountability, and continuous development.
About YouTo be successful in this role, you will have:
*Previous experience within an Independent Financial Advice, Wealth Management, or Financial Planning environment.
*Proven experience leading, managing, and developing teams of IFA Administrators or support staff.
*Strong understanding of financial planning administration processes, provider platforms, and industry regulations.
*Experience managing workloads, service standards, and performance metrics.
*Excellent communication, organisational, and stakeholder management skills.
*A proactive approach with a passion for improving processes and developing people.
Qualifications*CII qualifications or active progression towards professional qualifications would be highly advantageous but not essential
What’s on Offer?*Hybrid working arrangement.
*Competitive salary and benefits package.
*Opportunity to lead an established and growing support function.
*Collaborative and supportive working environment.