Financial Planning Team Manager Professional
2 days ago
**Job Overview**
We are seeking an experienced professional to lead our Financial Planning Administration Team in Chelmsford. As a key member of our team, you will play a vital role in delivering exceptional client service and driving business growth.
- Manage a team of five Financial Planning Administrators and provide guidance on best practices.
- Develop and maintain strong relationships with Financial Planners to ensure seamless collaboration.
- Ensure compliance with regulatory frameworks and uphold company guidelines.
- Drive a culture of excellence and continuous improvement within the team.
**Requirements**
To be successful in this role, you will need:
- 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 prioritise effectively.
- Strong verbal and written communication abilities.
**What We Offer**
- Salary: £45,000 per annum
- 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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