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IFA Administrator Team Leader


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Salary £30000 - £38000

Recruiter Managing This Role

During a period of key expansion, an opportunity has opened up for an IFA Administrator Team Leader for a company based in Wokingham. In this Team Leader position, you will be supporting the successful Financial Planners of the business, developing process, training the IFA admin team and aiding the growth plans. You’ll have the latest technology to make your tasks/ workload go smoothly.

  • Free Parking
  • Local Café and Gym 
  • Pension (due to increase in 2023)
  • DIS (in 2023)
  • 23days + bh (long service rewards so increases)
  • Latest IT
  • Career Support
  • Monday – Friday
  • Bike racks and showers 
  • Christmas and Summer socials 
  • Monthly get togethers 
  • £1000 internal referral fee 

What’s needed to be considered?

In order to be considered for this IFA Administrator Team Leader opportunity, candidates need to have –

  • Previous experience within an IFA Practice, banking or provider background
  • Knowledge of Investments and Pensions products
  • Prior experience within training, coaching or mentoring
  • High level of analytical capability and good communication skills
  • Desire to develop your career alongside a growing company

What’s next?

Apply today to be considered for this IFA Administrator Team Leader opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
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Application For IFA Administrator Team Leader