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IFA Support Team Leader (Hybrid) – Glasgow

MI Search Ltd · Glasgow

Hybrid Senior 45,000 - 52,000 GBP/year 🇬🇧 English

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.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 45-52k GBP par an. Le détail figure dans l'annonce.
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    Published 2 months ago

    31 views · 0 interested

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    MI Search Ltd

    Glasgow