Senior Financial Planning Administrator - Team Lead

mbf.; London; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

A leading wealth management firm is seeking a Senior Financial Planner looking to step into a leadership role. This position offers a clear pathway to becoming Head of Account Management, focusing on high-quality client service and team development in a hybrid working environment. Competitive salary and excellent benefits are provided.

Benefits

Competitive salary

Bonus opportunities

25 days of holiday

5% matched pension contributions

Private Medical Insurance (PMI)

Qualifications

• Strong background in financial planning is essential.
• Desire to take on leadership and mentoring roles.
• Detail-oriented with a commitment to high-quality service.

Responsibilities

• Provide high-quality financial planning advice to clients.
• Assist in managing the account management team.
• Mentor and train junior team members.

Skills

Financial planning

Communication

Organizational skills

Mentoring

Team player

Job description

Are you an experienced Financial Planning Administrator seeking a new challenge and the chance to step into a leadership role? We are currently recruiting for a Senior Financial Planner with a clear pathway to become Head of Account Management within 12-18 months. This exciting opportunity is perfect for someone looking to advance their career, take on mentoring and team leadership responsibilities, and grow within a successful wealth management firm.They offer a really first-class working environment and their client offering is very much service/lifestyle focussed. They are seeking to recruit an individual that fits with their company culture, they want professional people, good team players, amiable who like to be social (staff drinks once per month at their local pub) - the hybrid working model which is now Monday-Thursday in the office and Friday from home, which they believe helps build a positive and productive working environment for everyone in the business.

Key Responsibilities:

• Provide high-quality financial planning advice and client service.
• Assist in managing the account management team, supporting operational excellence.
• Mentor and train junior team members, helping them to integrate and grow.
• Manage client documentation and ensure compliance with FCA regulations.
• Collaborate with internal teams to ensure smooth client service delivery.
• Support new business processing, including fund switches and transfers.

About You:

• Strong background in financial planning, with a desire to step into a leadership role.
• Experience in mentoring or management duties is a plus.
• Excellent communication and organizational skills.
• Detail-oriented, with a focus on delivering high-quality service.
• A team player with the ability to take initiative and manage workloads effectively.

Benefits:

• Competitive salary up to £45,000 (with potential for more for exceptional candidates).
• Bonus opportunities.
• 25 days of holiday.
• 5% matched pension contributions.
• Private Medical Insurance (PMI) and other benefits.

If you're ready to take the next step in your career and lead a talented team in a thriving company, we'd love to hear from you.