Financial Planning Administration Team Manager

4 days ago


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

Financial 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 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.

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.
Assess training requirements and implement strategies to support team development and growth.
Solid experience in client administration within the Financial Planning industry.
A customer-focused approach and strong stakeholder management capabilities.

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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