Financial Planning Administration Team Manager

2 months ago


Chelmsford, United Kingdom mbf Full time
Job Description

Job Title: Financial Planning Administration Team Manager


Location: Chelmsford


Our client is a leading Financial Planning business with offices across the South East & West of England. They provide an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.


They are currently seeking to recruit for a Financial Planning Administration Team Manager to join their Chelmsford office. In this role, you will lead, motivate, and develop a team of five Financial Planning Administrators, ensuring operational excellence and delivering an exceptional client experience. This is a fantastic opportunity for an experienced professional passionate about leadership and talent development within the financial planning sector.


Key Responsibilities:

  • Lead and manage a team of Financial Planning Administrators based from the Chelmsford office.
  • Collaborate with Financial Planners to ensure clients receive tailored support and achieve optimal outcomes.
  • Uphold company guidelines and maintain compliance with all regulatory frameworks.
  • Cultivate and strengthen client relationships through proactive engagement and exceptional service.
  • Assess training requirements and implement strategies to support team development and growth.
  • Drive a mindset of excellence and continuous improvement across the team and broader organisation.


What You Bring:

  • 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 prioritize effectively.
  • Strong verbal and written communication abilities.
  • A customer-focused approach and strong stakeholder management capabilities.


What We Offer:

  • Competitive salary of up to £45,000
  • 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



  • Chelmsford, United Kingdom Mbf Full time

    Job Title: Financial Planning Administration Team Manager Location: Chelmsford Our client is a leading Financial Planning business with offices across the South East & West of England.They provide an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.They are currently...


  • chelmsford, United Kingdom mbf Full time

    Job Description Job Title: Financial Planning Administration Team Manager Location: Chelmsford Our client is a leading Financial Planning business with offices across the South East & West of England. They provide an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...


  • Chelmsford, United Kingdom mbf Full time

    Job Title: Financial Planning Administration Team Manager Location: ChelmsfordOur client is a leading Financial Planning business with offices across the South East & West of England. They provide an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.They are currently...


  • Chelmsford, United Kingdom mbf Full time

    Job Title: Financial Planning Administration Team Manager Location: ChelmsfordOur client is a leading Financial Planning business with offices across the South East & West of England. They provide an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.They are currently...


  • Chelmsford, United Kingdom mbf Full time

    Job Title: Financial Planning Administration Team Manager Location: ChelmsfordOur client is a leading Financial Planning business with offices across the South East & West of England. They provide an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.They are currently...


  • Chelmsford, United Kingdom mbf Full time

    Job Title: Financial Planning Administration Team Manager Location: ChelmsfordOur client is a leading Financial Planning business with offices across the South East & West of England. They provide an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.They are currently...


  • Chelmsford, UK, Essex, United Kingdom mbf Full time

    Job Title: Financial Planning Administration Team Manager Location: ChelmsfordOur client is a leading Financial Planning business with offices across the South East & West of England. They provide an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.They are currently...


  • Chelmsford, Essex, United Kingdom Recruit UK Ltd. Full time

    About the Role:We are seeking an experienced Financial Planning Administrator to join our team in Chelmsford, Essex.This is a pivotal role within our financial planning process, ensuring clients receive excellent client service.The successful candidate will work closely with our Financial Planners to deliver expert advice to clients.What's in it for you?A...


  • 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...


  • Chelmsford, United Kingdom mbf. Full time

    We are currently working with a National Wealth Management organisation to recruit an experienced Wealth Management Administrator to join their Chelmsford office. Our client is offering a hybrid working model with either 2 in the office and 3 from home,or vice versa. Our client are a highly reputable Financial Planning organisation with offices across the...


  • Chelmsford, Essex, United Kingdom Recruit UK Ltd. Full time

    Job Title: Financial Planning AdministratorIndustry: Financial ServicesLocation: Chelmsford, EssexSalary: Up to £30,000 per annumAbout the RoleWe are seeking a highly skilled and experienced financial planning administrator to join our team in Chelmsford. As a key member of the team, you will work closely with our financial planners to deliver expert advice...


  • Chelmsford, Essex, United Kingdom mbf Full time

    Company OverviewWe are a leading financial planning business with a reputation for delivering exceptional client experiences. Our team of professionals is dedicated to providing tailored support and achieving optimal outcomes for our clients.Job OpportunityWe are seeking a highly skilled and motivated individual to join our Chelmsford office as a Financial...


  • Chelmsford, United Kingdom Recruit UK Full time

    **Are you an experienced administrator looking for your next opportunity to develop your career?** Our clients specialise in wealth management, investments, and employee benefits and work closely with their clients to ensure personalized advice is provided to suit their needs. They have a strong back-office team that supports their Advisers and are looking...


  • Chelmsford, United Kingdom mbf. Full time

    We are working with a market leading Financial Planning & Wealth Management organisation who are seeking to recruit a Financial Services Administrator. The company has a fantastic reputation and a national presence; they have been continuously growing overthe past 5 years meaning there is scope for progression and development within this role as the company...


  • Chelmsford, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Administrative Assistant** **Location: Chelmsford, Essex** **Salary: Highly Competitive** **Hours: Full-Time 35 hours** **Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the team at a highly respected Appointed Representative of...


  • Chelmsford, Essex, United Kingdom Pursuit Recruitment Ltd Full time

    About the Job:The Financial and Administrative Assistant will provide essential support to our team by handling various administrative tasks, including client onboarding, document management, and record keeping.Main Responsibilities:Client Onboarding and Document ManagementAdministrative Task ExecutionMaintenance of Accurate RecordsQualifications and...


  • Chelmsford, United Kingdom Recruit UK Full time

    **Job Title**: Entry Level Financial Administrator **Industry**: Financial Services **Location**: Bath/ Cheltenham/ Chelmsford **Salary**: Up to £23,000 **Job Ref**: 8663 Looking to kickstart your Financial Planning career? Recruit UK is working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in...


  • Chelmsford, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Paraplanner to join our team.About the JobThis is a fantastic opportunity to work with a reputable company and develop your career in financial planning.Key SkillsTo be successful in this role, you will need:Planning and organisational skills.Broad knowledge of the Financial Services...


  • Chelmsford, Essex, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Summary We are seeking an ambitious Financial Administrator to join our growing Real Estate company based in Chelmsford. This is a fantastic opportunity for someone who wants to progress their career and take on new challenges. As a Financial Administrator, you will be responsible for providing support to our Residential Accounts Manager and contributing...


  • Chelmsford, Essex, United Kingdom Armstrong Knight Full time

    Job DescriptionArmstrong Knight is seeking a highly skilled Administrative Financial Coordinator to join their team. This role involves providing comprehensive financial support to the management teams, preparing and processing various financial documents and ensuring accurate and timely completion of financial tasks.Key ResponsibilitiesReviewing and...