Regional Administration Director

3 days ago

Weybridge, Surrey, United Kingdom Professional Placement (Southern) Ltd Full time
Lead Financial Planning Administration Team

We are seeking an experienced and dynamic Financial Services professional to lead our Financial Planning administration Teams in a leadership role with direct line management and responsibility for delivery of the overall financial planning administration support.

Key Responsibilities:
  • Maintain a broad knowledge of relevant markets and changes across the industry to keep clients informed and provide effective advice in line with our company principles and values.
  • Comply with our Professional Standards / FCA in accordance with statutory requirements for the role.
  • Carry out duties while following internal policies and procedures in accordance with applicable laws, rules, regulations, good governance, and our company shared values, particularly putting clients at the heart of our business.
  • Manage and develop a group of Team Managers.
  • Deliver financial plans and drive the overall growth of the operation.
  • Enhance the overall satisfaction and experience of our customers, driving strong consumer duty outcomes.
  • Drive a professionally engaged team to deliver the highest standards across the business.
Requirements:
  • Preferably Diploma Level 4 qualified or working towards the Level 4 qualification or equivalent.
  • Comprehensive knowledge of Financial Planning products and services.
  • Good working knowledge of the regulatory environment.
  • Leadership skills and ideally experience of leading a team of leaders.
  • Promote strong relationships with key stakeholder managers.
  • Excellent written and verbal communication and interpersonal skills.
  • Experienced at using and interpreting MI to drive performance improvement.
  • Strong financial acumen.
  • Persistent and tenacious in achieving results.
  • Strong interpersonal and negotiation skills.
  • Attention to detail.
  • Ability to organise and prioritise.
  • Eligible to work in the UK.
What We Offer:
  • Additional leave.
  • Company pension.
  • Free parking.
  • Life insurance.
  • On-site parking.
  • Private medical insurance.
  • Work from home.

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