Head of Administration – Financial Planning

1 week ago

Cheltenham, United Kingdom mbf Full time

Head of Administration – Financial Planning

Salary: Up to £45,000

Location: Hybrid (Office & Home working)

Company: Award-winning Financial Planning Organisation


We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering exceptional financial planning services to clients across the UK.


Due to their ongoing expansion, they are now looking to recruit a Head of Administration to join their dynamic team. This is a pivotal leadership role responsible for overseeing and enhancing the administrative operations that support the firm’s Financial Planners, Paraplanners, and clients.


Key Responsibilities:

  • Lead and manage a team of IFA Administrators, ensuring the team operates efficiently and meets high performance standards.
  • Oversee daily administrative operations to ensure seamless support for Financial Planners and Paraplanners.
  • Ensure exceptional service delivery to clients, maintaining the firm's strong reputation for quality and professionalism.
  • Streamline and improve administrative processes to increase efficiency and productivity across the team.
  • Manage workloads within the team to ensure all tasks are completed on time and to a high standard.
  • Foster a collaborative, positive, and supportive team environment focused on continuous improvement.
  • Conduct regular performance reviews, provide constructive feedback, and identify development opportunities.
  • Handle escalated client issues promptly, maintaining a focus on client satisfaction and resolution.


Requirements:

  • Strong knowledge of financial services or IFA administration processes.
  • Proven leadership and team management experience within a financial services environment.
  • Exceptional communication and interpersonal skills, with the ability to engage and motivate a team.
  • Excellent organisational skills with a strong attention to detail and problem-solving ability.
  • Proficient in financial planning software and Microsoft Office Suite.
  • Ability to manage multiple priorities under pressure and meet deadlines.
  • Previous experience in a senior administration or leadership role would be advantageous, but we will also consider experienced IFA Administrators looking to step into a leadership role.


What’s on Offer:

  • Competitive salary up to £45,000 per annum.
  • Discretionary bonus scheme.
  • Generous benefits package.
  • Hybrid working arrangement (split between office and home).
  • Ongoing professional development and opportunities for career progression.
  • The chance to work with a leading and respected financial planning organisation.

  • Head Of Administration

    2 days ago

    Cheltenham, United Kingdom Mbf Full time

    Job Description Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth.Our client is a well-established name in the industry,...

  • Head Of Administration – Financial Planning

    1 week ago

    Cheltenham, United Kingdom Mbf Full time

    Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth.Our client is a well-established name in the industry, renowned for...

  • Head Of Administration – Financial Planning

    6 days ago

    Cheltenham, United Kingdom Mbf Full time

    Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth.Our client is a well-established name in the industry, renowned for...

  • Head of Administration – Financial Planning

    1 week ago

    Cheltenham, United Kingdom mbf Full time

    Head of Administration – Financial PlanningSalary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning OrganisationWe are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering...

  • Head of Administration – Financial Planning

    5 days ago

    Cheltenham, United Kingdom mbf Full time

    Head of Administration – Financial PlanningSalary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning OrganisationWe are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering...

  • Head of Administration – Financial Planning

    1 week ago

    Cheltenham, UK, Gloucestershire, United Kingdom mbf Full time

    Head of Administration – Financial PlanningSalary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning OrganisationWe are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering...

  • Financial Planning Administrator

    3 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time

    Job Title: Wealth Management AssistantA career in financial planning is an exciting opportunity for those who want to make a lasting impact. At Recruit UK Ltd., we are seeking a talented individual to join our team as a Wealth Management Assistant in one of our offices in the South West region. As a key member of our team, you will be responsible for...

  • Financial Planning Administrator

    4 weeks ago

    Cheltenham, United Kingdom CV-Library Full time

    Hybrid - 2/3 days from home * Structured progression route * Study towards Regulated Diploma Level 4 in Financial Planning The Burford Recruitment Company are working with an Independent Specialist Financial Planning firm located in the heart of Cheltenham. We are looking for an experienced, efficient, and conscientious administrator to provide...

  • Financial Planning Administrator

    2 weeks ago

    Cheltenham, United Kingdom The Burford Recruitment Company Ltd Full time

    Hybrid - 2/3 days from home * Structured progression route * Study towards Regulated Diploma Level 4 in Financial Planning The Burford Recruitment Company are working with an Independent Specialist Financial Planning firm located in the heart of Cheltenham. We are looking for an experienced, efficient, and conscientious administrator to provide...

  • Financial Planning Administrator Specialist

    7 days ago

    Cheltenham, Gloucestershire, United Kingdom The Burford Recruitment Company Ltd Full time

    Job Title: Financial Planning AdministratorWe are seeking an experienced and efficient Financial Planning Administrator to provide support to our independent financial advisers in Cheltenham. This role involves working in a client services, administration environment within an independent financial planning company.The ideal candidate will have previous...

  • Financial Planning Administration Team Manager

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    About Attivo:Attivo are Independent Lifestyle Financial Planners. Our work is focused on our clients, and we pride ourselves on being transparent and honest, building trust and inspiring financial confidence. Our experienced Financial Planners and expert support teams are committed to delivering more for our clients.About the role:The Operations Manager will...

  • Financial Administrator

    6 months ago

    Cheltenham, United Kingdom Hooray Recruitment Full time

    **Financial Administrator** **Do you want to work for one of Cheltenham's most respected Wealth Management firms? Are you studying for your DipFA qualifications or perhaps you are already fully qualified and want to work with or learn from the absolute best? Great - My role may be perfect for you!** My client offers unbiased advice, and understands clients...

  • Head of Financial Planning and Control

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom ISBA Enterprises Limited Full time

    About the RoleISBA Enterprises Limited is seeking an experienced Finance Controller to join its team during an exciting period of growth. The successful candidate will play a key role in shaping the company's financial strategy and ensuring accurate financial planning.Key Responsibilities:Develop and implement financial plans to support business...

  • Administration Manager

    2 days ago

    Cheltenham, United Kingdom Grafton Recruitment Full time

    An outstanding opportunity for an Administration Manager to provide high level office support and customer care within a prestigious Financial Planning team.The Administration Manager will oversee and coordinate administrative tasks associated with the financial planning department.This role will ensure efficient operation supporting the financial planning...

  • Administration Manager

    2 days ago

    Cheltenham, United Kingdom Grafton Recruitment Full time

    Job Description An outstanding opportunity for an Administration Manager to provide high level office support and customer care within a prestigious Financial Planning team.The Administration Manager will oversee and coordinate administrative tasks associated with the financial planning department.This role will ensure efficient operation supporting the...

  • Financial Planning Operations Manager

    3 weeks ago

    Cheltenham, Gloucestershire, United Kingdom mbf Full time

    Job Title: IFA Administration Team LeaderJob Reference: BEBE1_DEWe are working with a leading financial planning organisation to recruit an IFA Administration Team Leader. Our client is a well-known name in the industry, providing exceptional financial planning services to clients across the UK.Key Responsibilities:Help to lead/manage a team of IFA...

  • Administration Manager

    5 days ago

    Cheltenham, United Kingdom Grafton Recruitment Full time

    An outstanding opportunity for an Administration Manager to provide high level office support and customer care within a prestigious Financial Planning team. The Administration Manager will oversee and coordinate administrative tasks associated with the financial planning department. This role will ensure efficient operation supporting the financial planning...

  • Administration Manager

    7 days ago

    Cheltenham, United Kingdom Grafton Recruitment Full time

    An outstanding opportunity for an Administration Manager to provide high level office support and customer care within a prestigious Financial Planning team. The Administration Manager will oversee and coordinate administrative tasks associated with the financial planning department. This role will ensure efficient operation supporting the financial planning...

  • Administration Manager

    5 days ago

    Cheltenham, United Kingdom Grafton Recruitment Full time

    An outstanding opportunity for an Administration Manager to provide high level office support and customer care within a prestigious Financial Planning team. The Administration Manager will oversee and coordinate administrative tasks associated with the financial planning department. This role will ensure efficient operation supporting the financial planning...

  • Administration Manager

    7 days ago

    Cheltenham, United Kingdom Grafton Recruitment Full time

    An outstanding opportunity for an Administration Manager to provide high level office support and customer care within a prestigious Financial Planning team. The Administration Manager will oversee and coordinate administrative tasks associated with the financial planning department. This role will ensure efficient operation supporting the financial planning...