Financial Planning Administration Team Manager

4 days ago

Chelmsford Essex, United Kingdom mbf Full time €45,000

Job Title: Financial Planning Administration Team Manager

Location: Chelmsford

Our client is a leading Financial Planning business with offices across the South East & West of England. They provide an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

They are currently seeking to recruit for a Financial Planning Administration Team Manager to join their Chelmsford office. In this role, you will lead, motivate, and develop a team of five Financial Planning Administrators, ensuring operational excellence and delivering an exceptional client experience. This is a fantastic opportunity for an experienced professional passionate about leadership and talent development within the financial planning sector.

Key Responsibilities:

  • Lead and manage a team of Financial Planning Administrators based from the Chelmsford office.
  • Collaborate with Financial Planners to ensure clients receive tailored support and achieve optimal outcomes.
  • Uphold company guidelines and maintain compliance with all regulatory frameworks.
  • Cultivate and strengthen client relationships through proactive engagement and exceptional service.
  • Assess training requirements and implement strategies to support team development and growth.
  • Drive a mindset of excellence and continuous improvement across the team and broader organisation.

What You Bring:

  • Solid experience in client administration within the Financial Planning industry.
  • Proven ability to manage, mentor, and develop a team to deliver outstanding results.
  • Exceptional organisational skills with the ability to prioritize effectively.
  • Strong verbal and written communication abilities.
  • A customer-focused approach and strong stakeholder management capabilities.

What We Offer:

  • Competitive salary of up to £45,000
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package, with the option to purchase additional days
  • Hybrid working model
  • Opportunities for professional growth and development

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