Wealth Management Admin Team Lead | Hybrid/Travel

Eden Rose; Birmingham; Hybrid; GBP 50,000 - 61,000; Full time

Job summary

Eden Rose is seeking an experienced Financial Planning Administration Team Manager to oversee a team of Administrators across Bristol, Birmingham and Dorset. You will report to Managing Directors and Advisers, ensuring excellent client service and consistent processes.

The role offers hybrid-working with travel between offices roughly every two weeks; Dorset visits are occasional. You will line-manage about 11 administrators, growing to ~16, and will lead performance conversations, training and

Qualifications

• Strong line management experience within Wealth Management or Financial Planning.
• Experience leading an Administration or operations team.
• Excellent knowledge of Wealth Management processes.
• Experience with performance management, mentoring and objective setting.
• Proactive approach to process improvement and problem solving.
• The confidence to challenge and influence others.
• Excellent communication and organisational skills.
• Understanding of the FCA regulatory environment and effective risk management.

Responsibilities

• Line managing, mentoring and developing the team.
• Managing workloads and ensuring service levels and deadlines are consistently met.
• Holding regular 1-to-1s, setting objectives and managing performance and appraisals.
• Identifying training and development needs and supporting career progression.
• Recruiting and onboarding new team members.
• Identifying opportunities to improve processes, workflows and best practice.
• Supporting risk and complaint investigations alongside Compliance.
• Rolling out new processes and training across the team.
• Supporting the integration of acquired businesses and wider ad hoc projects.
• Working closely with senior stakeholders to ensure operational efficiency and excellent client outcomes.

Skills

Line management

Wealth management knowledge

Performance management

Mentoring

Process improvement

Communication

Organisational skills

Risk management

Job description

Eden Rose is seeking an experienced Financial Planning Administration Team Manager to oversee a team of Administrators across Bristol, Birmingham and Dorset. You will report to Managing Directors and Advisers, ensuring excellent client service and consistent processes.

The role offers hybrid-working with travel between offices roughly every two weeks; Dorset visits are occasional. You will line-manage about 11 administrators, growing to ~16, and will lead performance conversations, training and