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