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IFA Administration Team leader, Hybrid working
Borehamwood/Reading
£45,000 - £55,000
This role is ideal for experienced team leaders within Financial Services who enjoy people management and want to contribute to an ambitious, growing advice business.
You’ll be leading a team that supports Financial Planners by ensuring top-tier client service and operational efficiency. If you’re someone who thrives in a dynamic environment, likes solving problems, and wants to be part of a journey shaping the future of financial advice, this could be the move for you. You’ll enjoy a supportive environment, progression opportunities, and the satisfaction of driving real impact.
The Business
The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It’s on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they’re building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow.
The Role
You’ll be leading a team of executive and client support professionals who are the operational backbone to Financial Planners across the business. Your day will be varied - one moment coaching a team member on handling a complex client case, the next improving internal processes, or jumping on a video call with other leaders to align on strategy. You’ll work closely with Compliance, oversee data accuracy, support recruitment, and ensure performance standards are met. Expect lots of collaboration, a proactive approach to improvement, and frequent visits to other offices to build strong, connected teams. The two offices you will work in/with are based in Borehamwood and Reading.
Benefits
- A salary range of £45k - £55k
- Hybrid working
- 25 days holiday plus bank holidays
- Employer pension
- Death in Service (4 x annual salary)
- Private Medical Insurance provided by Vitality.
- Group Income Protection
- Employee Assistance Programme
- Medicash (healthcare cash back plan)
- Career development and training support
Synonyms
Advice Support Manager, Advice Admin Team Lead, Financial Planning Operations Lead, Client Delivery Manager
How to Apply
To apply, simply send across your CV or LinkedIn profile - no lengthy forms. If shortlisted, the interview process typically includes an initial video conversation with HR, followed by a face-to-face interview with a senior leader from the Advice Operations team. It’s a smooth and supportive process designed to give you a real feel for the business.
