Financial Planning Administration Manager

mbf.; Bath; On-site; GBP 50,000 - 70,000; Full time

Job summary

A national financial services organization based in Bath is looking for an experienced Team Manager for their growing financial planning division. This senior leadership position involves leading client relationship teams, ensuring high standards of service and operational efficiency. The role offers genuine influence and progression opportunities, requiring collaboration with senior stakeholders. The position includes occasional travel to other UK offices, fully compensated. Ideal candidates will have strong leadership and client service skills.

Qualifications

• Experienced manager with a strong background in client relationships.
• Proven skills in leading and developing teams to achieve high performance.
• Ability to drive client-centric culture within financial services.

Responsibilities

• Lead and develop client relationship teams to ensure high service standards.
• Oversee performance management and service delivery across teams.
• Work closely with senior stakeholders to shape service delivery.

Job description

Mbf are working with an award-winning, national financial services organisation to recruit an experienced Team Manager. Our client is a multi-faceted business, offering a range of services across financial planning, corporate wealth and employee benefits. This position will join their growing financial planning division leading/managing a team of highly experienced individuals.

Due to continued growth, they are now looking to appoint an experienced Manager to join their Bath office. This is a senior leadership role within the client relationship function, offering genuine influence, progression and the opportunity to shape service delivery across the firm.

The Opportunity

This role will see you leading and developing client relationship teams, ensuring consistently high standards of service, operational efficiency and an outstanding client experience. You will work closely with senior stakeholders across the business and play a key role in driving a client-centric culture.

While the role is based in Bath, there will be occasional travel to other UK offices as required (all travel fully paid).

Key Responsibilities

• Lead, coach and develop client relationship teams, driving high performance and service excellence
• Embed best practice client service standards across teams
• Oversee resource planning, performance management and service delivery ag...