IFA Administration Team Manager
other jobs mbf.
Added before 7 Days
- England,East of England,Essex,Chelmsford
- full-time
- £35,000 - £45,000 per annum
Job Description:
Job Title: IFA 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 IFA 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
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 IFA 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
Job number 1743087
metapel
Company Details:
mbf.
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