Financial Planning Administration Team Manager
3 days ago
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
-
Chelmsford, Essex, United Kingdom mbf Full time €45,000Financial Planning Administration Team Manager 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...
-
Chelmsford, Essex, United Kingdom mbf Full time €45,000Financial Planning Administration Team Manager 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
12 hours ago
Chelmsford, United Kingdom Mbf Full timeJob Description 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...
-
Chelmsford, United Kingdom Mbf Full timeJob 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...
-
Chelmsford, United Kingdom mbf Full timeJob Description 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...
-
Chelmsford, United Kingdom mbf Full timeJob 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...
-
Financial Planning Administration Team Manager
2 weeks ago
Chelmsford, United Kingdom mbf Full timeJob Title: Financial Planning Administration Team Manager Location: ChelmsfordOur 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...
-
Financial Planning Administration Team Manager
2 weeks ago
Chelmsford, United Kingdom mbf Full timeJob Title: Financial Planning Administration Team Manager Location: ChelmsfordOur 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...
-
Financial Planning Administration Team Manager
2 weeks ago
Chelmsford, United Kingdom mbf Full timeJob Title: Financial Planning Administration Team Manager Location: ChelmsfordOur 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...
-
Financial Planning Administration Team Manager
2 weeks ago
Chelmsford, United Kingdom mbf Full timeJob Title: Financial Planning Administration Team Manager Location: ChelmsfordOur 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...
-
Financial Planning Administration Team Manager
2 weeks ago
Chelmsford, UK, Essex, United Kingdom mbf Full timeJob Title: Financial Planning Administration Team Manager Location: ChelmsfordOur 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...
-
Financial Planning Administrator
6 months ago
Chelmsford, United Kingdom Recruit UK Full time**Job Title**: Administrator **Industry**: Financial Planning **Location**:Chelmsford **Salary**:£25,000 - £28,000 **Job Reference**:8660 Recruit UK is working on an excellent opportunity for an Administrator in Essex to join a Financial Planning firm. Our clients specialise in wealth management, investments, and employee benefits and work closely...
-
Financial Planning Administrator
6 months ago
Essex, United Kingdom Idex Full timeAn opportunity has become available for a Financial Planning Administrator in Essex to join a growing financial planning firm. **Your role will include but will not be limited to**: - Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner - Record annual review dates on the back office system and...
-
Financial Planning Administrator
1 month ago
Loughton, Essex, United Kingdom Dawn Consulting (Sw) Limited Full timeI am recruiting a Financial Planning Administrator to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10).The Role: Working in a collaborative, fast paced and client focused team, the role of Financial Planning Administrator involves providing administrative support to the Partners, Financial...
-
High Earning Mortgage Professional
4 weeks ago
Essex, United Kingdom Quilter Financial Planning Full timeCompany Overview: Quilter Financial Planning is a leading business providing mortgage planning, protection advice, and general insurance.The company offers a supportive and friendly environment, a commitment to quality advice, excellent customer service, and dedicated administration to facilitate income-generating activities.We are seeking an experienced...
-
Mortgage Advisor
1 month ago
Essex, United Kingdom Quilter Financial Planning Full timeJob Description One of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run...
-
Mortgage Advisor
4 months ago
Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
-
Mortgage Advisor
4 months ago
Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
-
Mortgage Advisor
4 months ago
Essex, United Kingdom Quilter Financial Planning Full timeOne of our highly successful and leading businesses, Chambers Financial Services, are currently seeking a Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and General Insurance. The company are an established family run firm offering a...
-
Mortgage and Protection Expert
3 weeks ago
Essex, United Kingdom Quilter Financial Planning Full timeAbout the RoleChambers Financial Services is a leading business seeking a skilled Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice, and General Insurance.The company is an established family-run firm offering a supportive and friendly...