Financial Planning Administration Team Manager

2 weeks ago


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 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 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: 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 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...


  • 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 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, Essex, United Kingdom mbf Full time €45,000

    Financial Planning Administration Team Manager 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...


  • Chelmsford, Essex, United Kingdom mbf Full time €45,000

    Financial Planning Administration Team Manager 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...


  • Chelmsford, Essex, United Kingdom mbf Full time €45,000

    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...


  • Chelmsford, Essex, United Kingdom mbf Full time €45,000

    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...


  • 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, United Kingdom Recruit UK Full time

    **Job Title**: Administrator **Industry**: Financial Planning **Location**:Chelmsford **Salary**:£25,000 - £28,000 **Job Reference**:8660 Recruit UK is working on an excellent opportunity for an Administrator in Essex to join a Financial Planning firm. Our clients specialise in wealth management, investments, and employee benefits and work closely...


  • 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, 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 Recruit UK Ltd. Full time

    Job Title: Senior Financial AdministratorLocation: Chelmsford, EssexSalary: Up to £30,000About the CompanyWe are a leading provider of financial services in the UK, with a reputation for delivering exceptional client service.Job DescriptionThe successful candidate will have previous experience working as a financial planning administrator and excellent...

  • Ifa Administrator

    6 months ago


    Chelmsford, United Kingdom E C Financial Services Limited Full time

    **Who we are** - **E C Financial Services Limited **are the financial planning arm of **Edmund Carr LLP Accountants** a leading Essex based firm established for over 70 years. - We are a small but well supported and effective business of approximately 600 clients and assets under advice of approximately £155m. - We have a culture where every member of the...


  • 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, Essex, United Kingdom Armstrong Knight Full time

    Job Title: Financial AdministratorJob OverviewWe are seeking an experienced Financial Administrator to join our team at Armstrong Knight. As a key member of our finance department, you will be responsible for preparing accounts up to trial balance.You will work closely with our accounting systems, utilizing Sage line 50 to maintain accurate financial...


  • 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 Avant Advisory Ltd Full time

    Job Overview: The Financial Administrator role at Avant Advisory Ltd involves providing administrative support to our accounting practice team. Your key responsibilities will include process purchase invoices for clients, manage Purchase Ledger Runs, and handle regular payments. You will also need to record and post bank transactions using bank feeds,...