IFA Support Supervisor

Resource Matters Ltd
Stoke Pound
08 Dec 2018
04 Mar 2019
Contract Type
Full Time

Our Client was founded in 1990 with more than £5 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