This job is no longer available
This job expired on 28/09/2026. It no longer accepts applications.
IFA Support Team Leader (Hybrid) – Glasgow
MI Search Ltd · Glasgow
Job description
About the role
Join a fast‑growing Independent Financial Advice firm as an IFA Support Team Leader. Based in Glasgow with a hybrid schedule (minimum three days in the office), you will lead a team of IFA Administrators who provide essential support to financial advisers across several locations.
Key responsibilities
- Lead, motivate and develop a multi‑office team of IFA Administrators.
- Allocate workflow to meet service level agreements and deadlines.
- Conduct regular one‑to‑one meetings, performance reviews and coaching sessions.
- Produce and analyse management information to drive performance improvements.
- Champion operational efficiency and support business improvement initiatives.
- Ensure compliance with regulatory requirements.
- Assist with recruitment, onboarding and training of new staff.
- Build strong relationships with advisers and key stakeholders.
Required profile
- Proven experience in an Independent Financial Advice, wealth management or financial planning environment.
- Demonstrated ability to lead and develop teams of administrative support staff.
- Strong understanding of financial planning administration processes and industry regulations.
- Excellent communication, organisational and stakeholder management skills.
- Proactive attitude with a focus on continuous improvement.
Required skills
What we offer
- Competitive salary up to £52,000 per annum.
- Flexible benefits package and performance‑linked bonus.
- Hybrid working model with a collaborative culture.
- Opportunities for professional development within a progressive wealth‑management business.
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MI Search Ltd
Glasgow