×
Register Here to Apply for Jobs or Post Jobs. X

IFA Support Team Leader hybrid Basic to flex bens

Job in Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for: MI Search Ltd
Full Time position
Listed on 2026-07-18
Job specializations:
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 52000 GBP Yearly GBP 52000.00 YEAR
Job Description & How to Apply Below
Position: IFA Support Team Leader hybrid) Basic to £52k  flex bens and bonus
IFA Support Team Leader Glasgow | Hybrid Working (Minimum 3 Days in the Office) Are you an experienced IFA professional with a passion for leadership, team development, and operational excellence? Our client, a highly respected and growing Independent Financial Advice firm, is seeking an IFA Support Team Leader to oversee and develop a team of IFA Administrators supporting Financial Advisers across multiple locations.

This is an exciting opportunity to join a progressive wealth management business where people development, client service, and continuous improvement are at the heart of the organisation. The Opportunity As the IFA Support Team Leader, you will play a pivotal role in ensuring the efficient delivery of high-quality administrative support to the advice team. You will be responsible for managing day-to-day workflow, maximising team performance, and fostering a collaborative and positive working environment.

This role would suit an experienced Team Leader, Senior Administrator, or Operations professional who has a strong background within financial planning and wealth management and a proven ability to lead and inspire teams.

Key Responsibilities Lead, motivate, and develop a team of IFA Administrators across multiple offices. Manage workflow allocation to ensure service levels and deadlines are consistently achieved. Conduct regular one-to-one meetings, performance reviews, and coaching sessions. Produce and analyse Management Information (MI) to monitor team performance and identify improvement opportunities. Drive operational efficiency and support business improvement initiatives. Ensure adherence to regulatory and compliance requirements.

Support recruitment, onboarding, and training of new team members. Build strong working relationships with Financial Advisers and key stakeholders across the business. Champion a culture of collaboration, accountability, and continuous development. About You To be successful in this role, you will have:
Previous experience within an Independent Financial Advice, Wealth Management, or Financial Planning environment. Proven experience leading, managing, and developing teams of IFA Administrators or support staff. Strong understanding of financial planning administration processes, provider platforms, and industry regulations. Experience managing workloads, service standards, and performance metrics. Excellent communication, organisational, and stakeholder management skills. A proactive approach with a passion for improving processes and developing people.

Qualifications CII qualifications or active progression towards professional qualifications would be highly advantageous but not essential What's on Offer? Hybrid working arrangement. Competitive salary and benefits package. Opportunity to lead an established and growing support function. Collaborative and supportive working environment.
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary