IFA Administrator Team Leader
Job Title: IFA Administrator Team LeaderLocation: Leeds (Hybrid)Salary: £35,000 - £38,000Benefits:Discretionary bonus scheme, Private Healthcare, Group Income Protection, Life Assurance, Eye Care Scheme, Wellbeing programme, Bike to Work Scheme, Full support with professional qualifications, 24-26 days holiday plus Christmas shut-downAbout the Company:A highly regarded, award-winning financial planning firm with a strong reputation for client care and technical excellence. Known for its supportive team culture and commitment to professional development, the business continues to grow across the UK, offering flexible working and structured progression.Role Summary:This hybrid-based Team Leader position in Leeds will see you overseeing a team of administrators, ensuring high standards of service, compliance, and workflow efficiency. The role combines leadership responsibilities with hands-on technical support, offering a varied position within a stable and growing financial planning firm.Key Responsibilities:Line-manage administrators: Conduct monthly 1:1s, appraisals, objective setting, and performance supportHR oversight: Handle holiday, sickness, absence, and day-to-day HR matters confidentlyWorkflow delegation: Manage task flow and priorities, ensuring fair distribution across teamsCompliance checks: Ensure accuracy in financial processing and full FCA compliance in filesRelationship management: Liaise with Advisers, CRM teams, clients, and third partiesTechnical support: ..... full job details .....
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