Financial Planning Administration Team Manager

3 days 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 lead and manage the Financial Planning Administration team to ensure the delivery of high-quality, timely support to Paraplanners and Financial Planners. Key responsibilities include maintaining efficiency and compliance in our financial advice process, monitoring team Key Performance Indicators, managing individual and team performance, and fostering a motivated, knowledgeable, and compliant team environment.

About you:
We are seeking an experienced customer or client operations administrator within financial services looking for their first management position. You will be responsible for producing regular management information and reports while enabling your team to handle inquiries and challenges effectively. You are dedicated to your associates’ development, supporting their growth and career progression. With strong analytical skills, you will use data to drive process improvements and maintain high service standards.

Key responsibilities:
- Support and monitor team Key Performance Indicators and manage individual performance
- Develop robust processes for new business and financial planning requests
- Enhance product, technical, and regulatory knowledge
- Review and manage escalated issues and complaints
- Responsible for the management and organization of the Financial Planning Support team
- Produce regular management information and reports
- Demonstrate flexibility to support colleagues during high work volumes
- Ensure adequate team resourcing and effective planning
- Handle complex inquiries, including complaints and escalated issues
- Challenge service delivery methods and implement improvements
- Support associates in their development and monitor progress
- Analyze data for process improvement initiatives
Requirements:
- Experienced Paraplanner or Financial Services Administrator
- Experience managing teams and delivering coaching
- Relevant industry supervision qualification such as J07 or AF6 is desirable
- Ideally qualified to Level 4 Diploma in Regulated Financial Planning (DipPFS) standard or above
- Experience with Intelligent Office
Benefits:
- Up to £45,000 depending on experience
- Non-contributory Pension Scheme
- Private Medical Insurance
- Death in Service
- Generous holiday allowance, increasing with length of service
- Work from home and flexible working options

  • Financial Planning Administrator

    4 weeks ago

    Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    Job Title: Financial Planning AdministratorHDA Chartered Financial Planners is seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our financial...

  • Financial Planning Administrator

    4 weeks ago

    Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    Job Title: Financial Planning AdministratorHDA Chartered Financial Planners is seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our financial...

  • Senior Financial Planning Professional

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning OpportunityCapio Recruitment Financial Planning is seeking an experienced Financial Services Expert to join their team. This senior role offers the chance to work with a variety of financial planning cases, including technical and complex scenarios. Key responsibilities will include developing and implementing financial plans, managing...

  • Financial Planning Administrator

    4 weeks ago

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

    Financial Planning Administrator OpportunityWe are working with a leading financial planning firm to find an experienced administrator to join their team. The ideal candidate will have a strong background in financial services and be able to provide technical administration support.About the RoleThis is an exciting opportunity to work with a specialist in...

  • Financial Planning Administrator

    4 weeks ago

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

    Financial Planning Administrator OpportunityWe are working with a leading financial planning firm to find an experienced administrator to join their team. The ideal candidate will have a strong background in financial services and be able to provide technical administration support.About the RoleThis is an exciting opportunity to work with a specialist in...

  • Financial Planning Administrator

    4 weeks ago

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

    Financial Planning Administrator OpportunityWe are working with a leading financial planning firm to find an experienced administrator to join their team. The ideal candidate will have a strong background in administration, with a focus on financial planning and services.About the RoleThis is an exciting opportunity to work with a specialist in the financial...

  • Financial Planning Administrator

    4 weeks ago

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

    Financial Planning Administrator OpportunityWe are working with a leading financial planning firm to find an experienced administrator to join their team. The ideal candidate will have a strong background in administration, with a focus on financial planning and services.About the RoleThis is an exciting opportunity to work with a specialist in the financial...

  • Financial Planning Administrator

    4 weeks ago

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

    Financial Planning Administrator OpportunityWe are working with a leading financial planning firm to find an experienced administrator to join their team. As a Financial Planning Administrator, you will provide technical support and work collaboratively with a team of experienced professionals.About the RoleThis is an exciting opportunity to work in a...

  • Financial Planning Administrator

    4 weeks ago

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

    Financial Planning Administrator OpportunityWe are working with a leading financial planning firm to find an experienced administrator to join their team. As a Financial Planning Administrator, you will provide technical support and work collaboratively with a team of experienced professionals.About the RoleThis is an exciting opportunity to work in a...

  • Financial Planning Administrator

    3 weeks ago

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

    Financial Planning Career StarterRecruit UK Ltd. is seeking a motivated individual to join their team as a Financial Planning Administrator. This role offers a long-term career in financial planning and the opportunity to work for a company that prioritizes work/life balance and employee growth.Key Responsibilities:Process new business and produce...

  • Financial Planning Administrator

    4 weeks ago

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

    Unlock Your Potential in Financial PlanningAre you looking to launch your career in financial planning? Recruit UK Ltd. is partnering with a leading Wealth Management firm to find an Administrator to join their team in Bath or Cheltenham. This is an excellent opportunity to work for a company that prioritizes work-life balance and offers a supportive...

  • Financial Planning Administrator

    4 weeks ago

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

    Unlock Your Potential in Financial PlanningAre you looking to launch your career in financial planning? Recruit UK Ltd. is partnering with a leading Wealth Management firm to find an Administrator to join their team in Bath or Cheltenham. This is an excellent opportunity to work for a company that prioritizes work-life balance and offers a supportive...

  • Financial Planning Administrator

    1 month ago

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

    Unlock Your Potential in Financial PlanningAre you looking to launch your career in financial planning? Recruit UK Ltd. is partnering with a leading Wealth Management firm to find an Administrator to join their team in Bath or Cheltenham. This is an excellent opportunity to work for a company that prioritizes work-life balance and offers a range of...

  • Financial Planning Administrator

    1 month ago

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

    Unlock Your Potential in Financial PlanningAre you looking to launch your career in financial planning? Recruit UK Ltd. is partnering with a leading Wealth Management firm to find an Administrator to join their team in Bath or Cheltenham. This is an excellent opportunity to work for a company that prioritizes work-life balance and offers a range of...

  • Financial Planning Administrator

    3 weeks ago

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

    Exciting Opportunity in Financial PlanningAre you looking to start your career in financial planning? Recruit UK Ltd. is working with a leading wealth management firm to find an administrator to join their team in Bath or Cheltenham. This is a great opportunity to gain experience and work towards a long-term career in financial planning.Key...

  • Financial Planning Administrator

    4 weeks ago

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

    Unlock Your Potential in Financial PlanningAre you looking to launch your career in financial planning? Recruit UK Ltd. is partnering with a leading Wealth Management firm to find an Administrator to join their team in Bath or Cheltenham. This is an excellent opportunity to work for a company that prioritizes work-life balance and offers a range of...

  • Financial Planning Administrator

    4 weeks ago

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

    Unlock Your Potential in Financial PlanningAre you looking to launch your career in financial planning? Recruit UK Ltd. is partnering with a leading Wealth Management firm to find an Administrator to join their team in Bath or Cheltenham. This is an excellent opportunity to work for a company that prioritizes work-life balance and offers a range of...

  • Financial Operations Coordinator

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom de Lisle Financial Planning Full time

    Client and Operations Co-OrdinatorWe are seeking a highly organized and client-focused individual to join our team as a Client and Operations Co-Ordinator. This role will be responsible for providing exceptional client service, managing daily operations, and supporting the smooth delivery of our services.Key Responsibilities:Provide a professional point of...

  • Financial Operations Coordinator

    1 month ago

    Cheltenham, Gloucestershire, United Kingdom de Lisle Financial Planning Full time

    Client and Operations Co-OrdinatorWe are seeking a highly organized and client-focused individual to join our team as a Client and Operations Co-Ordinator. This role will be responsible for providing exceptional client service, managing daily operations, and supporting the smooth delivery of our services.Key Responsibilities:Provide a professional point of...

  • Operations Manager

    3 weeks ago

    Cheltenham, Gloucestershire, United Kingdom https:jobs-redefined.cositemap Full time

    Operations Manager - Hybrid (Cheltenham)At Attivo, we pride ourselves on being transparent, open, and honest in our approach to financial planning. We strive to build trust with our clients and inspire their financial confidence.Job SummaryWe are seeking an experienced Operations Manager to lead and manage our Financial Planning Administration team. The...