Senior Financial Services Manager

1 week ago


Cheltenham, Gloucestershire, United Kingdom mbf Full time
Job Description

We are seeking a highly skilled Senior Financial Services Manager to lead our administrative operations and support our financial planners, paraplanners, and clients.

Main Responsibilities:

  • Lead and manage a team of administrators to ensure seamless support for financial planners and paraplanners.
  • Oversee daily administrative operations to maintain exceptional service delivery to clients.
  • Streamline processes to increase efficiency and productivity across the team.
  • Foster a collaborative and supportive team environment focused on continuous improvement.

Requirements:

  • Strong knowledge of financial services or IFA administration processes.
  • Proven leadership and team management experience within a financial services environment.
  • Exceptional communication and interpersonal skills with the ability to engage and motivate a team.
  • Excellent organisational skills with a strong attention to detail and problem-solving ability.

What's On Offer:

  • A competitive salary of up to £45,000 per annum.
  • A discretionary bonus scheme.
  • A generous benefits package.
  • A hybrid working arrangement with split office and home working.
  • Ongoing professional development and opportunities for career progression.

This is an excellent opportunity to work with a leading and respected financial planning organisation.



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