Financial Planning Team Manager Professional

2 days ago


Chelmsford, Essex, United Kingdom mbf Full time

**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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