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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
