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- Tasks: Lead and manage Financial Planning Administration teams across various locations.
- Company: Join a dynamic company focused on financial excellence and team collaboration.
- Benefits: Enjoy competitive pay, professional development opportunities, and a supportive work culture.
- Why this job: Be part of a fast-paced environment where your leadership can make a real impact.
- Qualifications: A-Levels or equivalent, with GCSEs in Maths and English; management experience required.
- Other info: Ideal for proactive individuals who thrive under pressure and enjoy motivating teams.
The predicted salary is between 43200 - 72000 £ per year.
Job Purpose:
To manage the Financial Planning Administration teams across all Financial Planning divisional locations.
Key Areas of Responsibility:
- To be responsible for the Financial Planning administration teams.
- Encourage and drive efficiencies within the Administration teams.
- To take responsibility for the Financial Planning systems and controls.
- Provide supervision to Financial Planning Administration Managers, Team Leaders and PA roles in the performance of their duties.
- To provide the Financial Planning revenue collation and produce monthly reporting.
Knowledge & Skills:
- Strong organisational skills that reflect an ability to perform and prioritise multiple tasks seamlessly and with excellent attention to detail.
- Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point).
- Proficient in IO (Figaro & WDX).
- Strong interpersonal skills with the ability to build relationships across the business.
- Expert written and verbal communication skills.
- A proactive approach to problem-solving with strong decision-making capabilities.
- A highly resourceful team-player, with the ability to be effective independently and to work under pressure.
- Ability to handle confidential information with discretion; be adaptable to various competing demands.
- A high performer who achieves goals and meets deadlines in a fast-paced environment with constantly shifting priorities.
- A forward-thinker, who actively seeks opportunities and proposes solutions.
- Amiable, professional, and approachable at all times.
- Ability to motivate, encourage and manage staff.
Qualifications & Experience:
- Educated to A-Levels (or equivalent) with GCSEs (or equivalent) in Maths and English.
- Experience in managing, encouraging and motivating staff.
Head of Financial Planning Administration employer: Charles Stanley & Co.
Contact Detail:
Charles Stanley & Co. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Planning Administration
✨Tip Number 1
Familiarise yourself with the specific financial planning systems mentioned in the job description, such as IO (Figaro & WDX). Having a solid understanding of these tools will not only boost your confidence but also demonstrate your commitment to the role.
✨Tip Number 2
Showcase your leadership skills by preparing examples of how you've successfully managed and motivated teams in the past. Be ready to discuss specific situations where you drove efficiencies or improved team performance during the interview.
✨Tip Number 3
Network with professionals in the financial planning sector, especially those who have experience in administration roles. Engaging with them can provide valuable insights into the company culture and expectations, which you can leverage during your application process.
✨Tip Number 4
Prepare to discuss your problem-solving approach in detail. Think of examples where you faced challenges in a fast-paced environment and how you navigated through them. This will highlight your proactive mindset and decision-making capabilities, which are crucial for this role.
We think you need these skills to ace Head of Financial Planning Administration
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and administration. Emphasise your organisational skills, proficiency in Microsoft Office, and any relevant software like IO (Figaro & WDX).
Craft a Compelling Cover Letter: In your cover letter, demonstrate your strong interpersonal skills and ability to build relationships. Mention specific examples of how you've driven efficiencies in previous roles and your proactive approach to problem-solving.
Showcase Leadership Experience: Since the role involves managing teams, be sure to include details about your experience in motivating and managing staff. Highlight any achievements that showcase your ability to lead effectively under pressure.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. Ensure that your written communication is clear and professional, reflecting the expert communication skills required for the role.
How to prepare for a job interview at Charles Stanley & Co.
✨Showcase Your Leadership Skills
As a candidate for the Head of Financial Planning Administration, it's crucial to demonstrate your leadership abilities. Be prepared to discuss specific examples of how you've successfully managed teams, motivated staff, and driven efficiencies in previous roles.
✨Highlight Your Organisational Skills
Given the emphasis on strong organisational skills in the job description, make sure to provide examples of how you've effectively prioritised multiple tasks. Discuss any systems or methods you use to stay organised and ensure attention to detail.
✨Demonstrate Proficiency in Relevant Tools
Familiarity with Microsoft Office and financial planning systems is key. Be ready to discuss your experience with these tools, particularly Excel, and how you've used them to enhance reporting and data management in your previous positions.
✨Prepare for Problem-Solving Scenarios
Expect to be asked about your approach to problem-solving. Prepare to share specific instances where you've faced challenges in a fast-paced environment and how your proactive approach led to effective solutions.
