IFA Support Supervisor

Resource Matters Ltd
02 Feb 2019
02 Mar 2019
Contract Type

Our Client was founded in 1990 with more than GBP5 billion in assets under management, currently has around 250 independent financial advisers who provide financial planning-led wealth management advice. They are currently looking for a IFA Support Supervisor, to join their highly professional team in Bromsgrove, and to oversee and line manage a team of IFA Administrators to ensure timely, efficient and accurate administrative support to the IFA's.


  • Line management of all members of the team
  • To be a point of contact for clients, life offices and members of the business
  • Dealing with any staffing or workflow issues/requirements within the team, escalating to the Administration Support Manager where necessary
  • Identify training needs for all team members, liaising with the Administration Support Manager to ensure any training requirements are met
  • Ensure that the team maintains diary management systems and monitor the daily team workflow, reallocating work to other team members where necessary
  • Identify any process issues/improvements and escalate for investigation by Operations department
  • Ensuring that all workflow within the team is dealt with in accordance with compliance department's guidelines
  • Ensure that all administration systems are maintained, that all client data is accurate and up to date
  • Ensure that the team adheres to all SLA's in relation to the support of their advisers, assisting with daily workflow wherever necessary
  • Provide coaching and support to other team members
  • Providing training for team members
  • To interview potential candidates as part of the recruitment process
  • Any other reasonable request made by a Director/Manager of the business


  • Experience of supervising within a similar role coupled with Financial Services knowledge and understanding
  • Previous experience of coaching and supporting team members
  • Previous experience of training staff