Financial Planning Team Manager

3 days ago


Borehamwood, Hertfordshire, United Kingdom Recruit Wealth Full time

Recruit Wealth is proud to partner with a leading national Financial Planning client to fill a key role within their Advice Operations function.

This exciting opportunity has arisen due to the company's continued growth and expansion across the UK.

The successful candidate will be responsible for overseeing the day-to-day activities of support IFA administrators, ensuring excellent service to clients and advisers alike.

Main Responsibilities:

  • Lead the integrated Advice Operations function to deliver exceptional service and adhere to policy and regulation.
  • Ensure a safe, motivational, and efficient working environment.
  • Visit offices regularly to spend time with team members and provide guidance and support.
  • Manage administration aspects for advisers, ensuring consistency of processes and high-quality service delivery.

This is an excellent opportunity for a motivated and experienced professional to join a dynamic team and contribute to the company's continued success.



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