IFA Administrator Team Leader

Job Ref

90304

Location

Chester

Salary

£28,000 - £33,000 Per Annum

Employment Type

Permanent

• Location: Chester, Cheshire
• Type: Permanent
• Job #90304
• Salary: £28,000 - £33,000 Per Annum
  
  

IFA Administrator Team Lead

Salary: Up to £33,000

We are currently recruiting for a Client Support Team Leader to join a growing financial planning business. This is a fantastic opportunity for an experienced financial services professional to step into a leadership role while remaining hands-on within a supportive team environment.

The role will involve overseeing the day-to-day operations of the client support function, ensuring a high standard of service is delivered to both clients and advisers. You will also play a key role in managing workflow, supporting team members, and acting as a point of escalation for more complex queries.

Key Responsibilities

• Lead and support the client support/administration team
• Allocate and manage workloads across the team
• Support advisers with client servicing and administrative tasks
• Act as a key point of contact for complex client queries
• Ensure service levels and compliance standards are maintained
  
  

Requirements

• Minimum 2 years’ experience within Financial Services / Wealth Management
• Previous experience in a team leadership or supervisory role
• Strong organisational and communication skills
• Ability to manage multiple priorities in a fast-paced environment
  
  

This is an excellent opportunity for someone looking to progress their career within a leadership capacity, while still being involved in the day-to-day running of a busy financial planning team.