Financial Planning Admin Manager

JR United Kingdom; Reading; Hybrid; GBP 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Financial Planning Operations Team Leader to guide a dynamic team in delivering exceptional client service. This hybrid role offers the chance to streamline operations and ensure compliance while fostering a high-performing environment. With a focus on leadership and operational excellence, you'll be instrumental in enhancing service delivery and driving continuous improvement. If you're passionate about making a significant impact in financial services and thrive in a fast-paced setting, this opportunity is perfect for you.

Benefits

28 days holiday plus bank holidays

Group life assurance (x4 basic salary)

Income protection

Discretionary bonus scheme

BUPA healthcare

Qualifications

• Experience in team leader/management roles within financial planning.
• Ability to maintain high-quality service while managing multiple priorities.

Responsibilities

• Lead the Advice Operations team to deliver outstanding service.
• Manage team performance through regular reviews and coaching.

Skills

Leadership Skills

Financial Services Operations

Team Management

Regulatory Compliance

Multi-tasking

Job description

Social network you want to login/join with:

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Client:

IDEX Consulting Ltd

Location:

reading, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Financial Planning Operations Team Leader

Hybrid

Considering individuals in Reading or Borehamwood

Do you hold team leader/management or supervisor experience within the financial planning profession? do you strive to deliver exceptional client service? This role could be for you!

We’re looking for an Financial Planning Operations Team Leader to join a fast-growing, national financial advice firm. The right candidate must be local to either Reading or Borehamwood as there is an expectation to have office presence support and work closely with you team.

This is your opportunity to lead a high-performing team, streamline processes, and ensure exceptional service delivery in a thriving, client-focused environment.

In this role, you'll lead a team of Financial Planning and Client Relationship Executive Assistants, ensuring top-tier support for Financial Planners while maintaining regulatory and policy compliance. Your expertise in performance management, multi-tasking, and strategic delegation will be key in driving operational excellence.

• What You’ll Be Doing:Leading the Advice Operations team to deliver outstanding service to Financial Planners and clients.
• Ensuring all client information is accurately maintained in our systems.
• Managing team performance through regular reviews, coaching, and development plans.
• Monitoring data control reports and addressing issues proactively.
• Collaborating with Compliance on client complaints and remediation.
• Driving continuous improvement in processes, efficiency, and service delivery.

What We’re Looking For:

• Strong leadership skills with experience in financial services operations.
• Ability to manage multiple priorities while maintaining high-quality service.
• Skilled in training, mentoring, and developing teams.
• Experience in managing regulatory and policy adherence within financial services.
• Local to one of the above offices.
• Hold a full UK driving license

The firm offer a highly competitive salary along with an attractive benefits package, including:

• 28 days’ holiday plus bank holidays, increasing to 30
• Group life assurance (x4 basic salary)
• Income protection
• Discretionary bonus scheme
• BUPA healthcare and more

This is an incredible opportunity to make an impact within a dynamic and growing organisation. If you’re ready to take on a Financial Planning Operations Team Leader role where you can drive change, support a high-performing team, and contribute to the success of the Reading and Borehamwood offices we’d love to hear from you!