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