Position details
SENIOR IFA ADMIN / TEAM LEADER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Altrincham
£29000 - £32500 16/04/2026
NJR16615
£29000 - £32500 16/04/2026
NJR16615
DESCRIPTION
IFA ADMINISTRATOR / TEAM LEADER
Location: Altrincham / Hybrid - Two days WFH
Salary: Up to 32,500
NJR Recruitment are working in Partnership with a grown firm of Regional Independent Financial Planners who are now seeking an experienced and motivated IFA Administrator Team Leader. This is an excellent opportunity for a skilled financial services professional to take the next step in their career, combining hands-on administrative expertise with team leadership responsibilities.
Our client will consider candidates coming from Banking, Financial Planning or a Provider Platform, however you MUST demonstrate leadership, supervisory or team leader experience.
The successful candidate will play a key role in supporting Financial Advisers while overseeing the day-to-day workflow of the administration team. This position requires strong technical knowledge, leadership capability, and a proactive approach to improving processes and service delivery.
Key Responsibilities:
\" Manage and support a team of IFA Administrators, ensuring high performance and productivity
\" Oversee the end-to-end client administration process, from onboarding through to policy servicing
\" Allocate workloads and monitor deadlines to ensure service levels are met
\" Act as a point of escalation for complex queries and cases
\" Maintain and improve internal processes to drive efficiency and accuracy
\" Support advisers with client reviews, new business submissions, and compliance requirements
\" Ensure all activities meet FCA regulatory standards
About You:
\" Proven experience within an IFA / Wealth Management environment
\" Strong knowledge of financial products including pensions, investments, and protection
\" Previous team leadership or supervisory experience is highly desirable
\" Excellent organisational and time management skills
\" High attention to detail and commitment to accuracy
\" Strong communication and interpersonal skills
\" Ability to work in a fast-paced environment and manage competing priorities
Why Join Us?
\" Opportunity to step into a leadership role within a supportive and growing business
\" Hybrid working for a better work-life balance
\" Ongoing professional development and career progression
\" Collaborative and friendly team culture
If you\'re ready to take on a leadership role while continuing to build on your IFA expertise, we\'d love to hear from you.
NJR 16615
Location: Altrincham / Hybrid - Two days WFH
Salary: Up to 32,500
NJR Recruitment are working in Partnership with a grown firm of Regional Independent Financial Planners who are now seeking an experienced and motivated IFA Administrator Team Leader. This is an excellent opportunity for a skilled financial services professional to take the next step in their career, combining hands-on administrative expertise with team leadership responsibilities.
Our client will consider candidates coming from Banking, Financial Planning or a Provider Platform, however you MUST demonstrate leadership, supervisory or team leader experience.
The successful candidate will play a key role in supporting Financial Advisers while overseeing the day-to-day workflow of the administration team. This position requires strong technical knowledge, leadership capability, and a proactive approach to improving processes and service delivery.
Key Responsibilities:
\" Manage and support a team of IFA Administrators, ensuring high performance and productivity
\" Oversee the end-to-end client administration process, from onboarding through to policy servicing
\" Allocate workloads and monitor deadlines to ensure service levels are met
\" Act as a point of escalation for complex queries and cases
\" Maintain and improve internal processes to drive efficiency and accuracy
\" Support advisers with client reviews, new business submissions, and compliance requirements
\" Ensure all activities meet FCA regulatory standards
About You:
\" Proven experience within an IFA / Wealth Management environment
\" Strong knowledge of financial products including pensions, investments, and protection
\" Previous team leadership or supervisory experience is highly desirable
\" Excellent organisational and time management skills
\" High attention to detail and commitment to accuracy
\" Strong communication and interpersonal skills
\" Ability to work in a fast-paced environment and manage competing priorities
Why Join Us?
\" Opportunity to step into a leadership role within a supportive and growing business
\" Hybrid working for a better work-life balance
\" Ongoing professional development and career progression
\" Collaborative and friendly team culture
If you\'re ready to take on a leadership role while continuing to build on your IFA expertise, we\'d love to hear from you.
NJR 16615
Apply Now
