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Permanent

Team Leader

Ortus PSR
Bradford-on-avon
money-bag £45000 Annual
Posted: 16 September 2026 (Today)
Closing date: 16 October 2026
Ref: 3177985429

IFA Administration Team Leader Bradford-on-Avon, Wiltshire Full-time Salary to £45,000 + benefits This is a core management role in a small, independent wealth management practice that serves HNW and UHNW private clients. You''ll manage and develop a team of 6 support staff, evolving processes and workflows to enable the firm to scale without losing the quality and personal touch that defines them. The firm is manager-owned and founder-led, with accessible leadership and a genuine commitment to backing their people. There are no sales targets. The focus is entirely on delivering exceptional client outcomes and building a stable, growing team around that. This is an opportunity for someone ambitious and thoughtful to have real autonomy over how the support function works-evolve systems, managing people, and enabling their IFAs to deliver complex financial planning work to sophisticated clients. The support function exists to free up the IFAs to focus on client planning. You''ll work closely with advisers to understand their needs, prioritise effectively, and ensure the back office runs smoothly. What you''ll be doing Leading and developing the administration team Managing team performance and workflow. You''ll be hands-on: setting clear expectations, providing constructive feedback, and building capability across the team. You''ll also manage your own caseload and liaise with clients. You''ll identify inefficiencies and design better workflows that ..... full job details .....

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