Client Support Team Leader

IFA Administrator - City of London, London

Ref: 1552Thursday 28 March 2024

Up to £35,000

Team Leader: Administrative Support Specialist at a Wealth Management firm

The Salary range for a Client Support Team Leader is up to £35,000 + Bonus & hybrid working 4 days in the office and 1 from home

Are you ready to play a pivotal role in our thriving Wealth Management practice? We’re seeking a proactive Administrative Support Specialist to oversee and delegate work efficiently within the Client Support team assisting the Financial Advisers. As a key player, you’ll ensure that all incoming tasks are handled promptly and effectively.


About Us:

  • We’re a forward-thinking practice committed to excellence.
  • Our team collaborates seamlessly to achieve outstanding results.


Your Role: As an Administrative Support Specialist, your responsibilities will include:

  • Work Delegation: Efficiently assign tasks within the PODs, creating specific workflows.
  • Third-Party Coordination: Liaise with contractors, such as Virtual Support, to maintain high standards.
  • Case Tracking: Ensure timely updates on all ongoing work.
  • Advisor Expectations: Be the communication channel for the administration team.
  • Technical Assistance: Provide high-level support to the Practice.
  • Pre-meeting Preparation: Assist with arrangements and post-meeting follow-up.
  • Client File Management: Accurately update records on Salesforce CRM.
  • Training: Mentor less experienced team members.
  • Application Processing: Record management information and progress applications.
  • Client Communication: Handle incoming calls confidently and professionally.
  • Review and Suitability Letters: Prepare and take full responsibility for client files.



  • Industry Experience: Previous work in an IFA or Wealth Management environment.
  • Regulatory Knowledge: Stay up-to-date with relevant regulations and legislation.
  • Ready to shape our success? Apply now and be part of our dynamic team!
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