Financial Planning Administration Team Leader
Leeds Outskirts
Full Time | Permanent
Tempest Jones is pleased to be recruiting for a highly respected financial planning business based on the outskirts of Leeds. This is an excellent opportunity for an experienced Financial Planning Administration Team Leader to join a growing and well-established firm.
This business places real value on collaboration, professionalism and client service, offering a supportive environment where people are encouraged to develop and progress long term. You will play a key role in leading and developing the administration function, working closely with Advisers, Paraplanners and Administration colleagues across multiple offices to ensure a high quality and consistent client experience.
The successful individual will be responsible for leading a team of circa 10 Administrators, primarily based in Leeds, whilst also supporting administrative colleagues across other Yorkshire offices with occasional travel for meetings, onboarding and training.
What’s on offer for the IFA Administration Team Leader:
- Competitive salary depending on experience
- Bonus scheme
- Supportive and collaborative working environment
- Opportunity to play a key role within a growing business
- Leeds outskirts location with free parking
IFA Administration Team Leader Key Responsibilities:
- Managing and overseeing the day-to-day workflow of the administration team.
- Leading, mentoring and developing a team of 10 Financial Planning Administrators.
- Conducting regular 1:1s, appraisals and performance reviews.
- Coaching and supporting team members to encourage professional development and high performance.
- Assisting with onboarding and training of new staff members.
- Building strong working relationships with Advisers, Paraplanners and colleagues across multiple offices.
- Monitoring workloads and ensuring service standards and deadlines are consistently achieved.
- Managing the holiday diary.
- Supporting process improvements and helping drive operational efficiency across the administration function.
- Acting as a key point of contact for escalations and operational queries within the administration team.
IFA Administration Team Leader Requirements:
- Previous experience within Financial Planning or Wealth Management administration within a more senior function.
- Experience coaching or mentoring staff within an IFA environment.
- Strong understanding of pensions, investments and protection administration processes.
- Professional and confident communication skills.
- Organised and able to manage multiple priorities effectively.
- Ability to build strong internal relationships across teams and offices.
- Experience using Curo and provider platforms would be beneficial.
To apply for IFA Administration Team Leader:
Please apply now by submitting your CV or contact Jenny Brophy at jenny@tempestjones.com