Senior Financial Planning Team Lead

6 days ago


Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Role Overview

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This is a senior management position within Evelyn Partners Fund Solutions Limited, where you will lead the financial planning team to deliver exceptional client outcomes. The successful candidate will have experience in managing and developing teams, as well as a strong understanding of client administration within the financial planning sector.

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Job Responsibilities

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  • Lead the financial planning team to achieve excellent client outcomes.">
  • Work closely with the aligned financial planners to ensure seamless delivery of services.">
  • Conduct appraisals, 121s, and drive performance within the team.">
  • Coach, mentor, and provide training to develop the team members.">
  • Responsible for disseminating important information and business changes that impact the administration team.">
  • Provide guidance on a day-to-day basis and be the 'go-to person' to answer any process or technical issue.">
  • Maintain back-office systems and client records in line with company policies.">
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Required Skills and Qualifications

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  • Excellent standard of education, ideally degree qualified but not essential.">
  • Demonstrable experience of client administration within the financial planning sector.">
  • Experience of managing and developing a team.">
  • Strong organisation and prioritisation skills; able to work independently and within a team.">
  • Strong stakeholder management with positive influencing skills.">
  • Ability to coach and mentor team members.">
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Benefits

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  • Private medical insurance.">
  • Life assurance.">
  • Pension contribution.">
  • Generous holiday package.">
  • Option to purchase additional holiday.">
  • Shared parental leave.">
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Estimated Salary: £60,000 - £80,000 per annum



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