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- Tasks: Lead a team of 5 administrators, ensuring effective support for financial planning services.
- Company: Join a growing chartered financial planning firm with offices across the UK.
- Benefits: Enjoy a dynamic work environment with opportunities for training and development.
- Why this job: Be part of a vital team that directly impacts client financial success and satisfaction.
- Qualifications: Strong communication skills, MS Office proficiency, and experience in administration are essential.
- Other info: Remote management of team members in Manchester; adaptability to change is key.
The predicted salary is between 36000 - 60000 £ per year.
Fram are working with a chartered financial planning firm with offices across the UK. Due to growth within the firm, they are looking for a Financial Planning support Team Leader to manage a team of 5 administrators across two offices. The role will be based in Preston, looking after a small team there with 2 further administrators in the Manchester office, managed remotely.
As a Team Leader, you will ensure that the admin team operates effectively by training, managing, and providing support to all administrative personnel. This support function is an integral and very important part of the delivery of advice services by the Advisers to their valued clients.
Key responsibilities:- Support and allocate work to the administration team
- Provide training and development to CSOs
- Support the development of processes within the Financial Planning Support team
- Review Management Information to support the delivery of a financial planning service and the development team
- Support clients and Financial Planners through phone, email, and video
- Handle client enquiries and liaise with providers
- Promote the Personal Financial Portal and process Vouched For referrals
- Book appointments, manage diaries, and prepare complex meeting packs
- Submit instructions to platforms/providers
- Work closely with the Financial Planners on all aspects of their day-to-day work with clients
- Support the Financial Planners in preparation for client meetings
- Work closely with product providers on changes to clients' policies
- Open and scan mail and distribute it accordingly
- Ensure that client records, the back-office system, and shared folders are maintained and up to date
- Contact new and existing clients to obtain information on behalf of Financial Planners
- Work closely with paraplanners and other key stakeholders to support clients and the delivery of a Financial Planning Service and Financial Planning advice
- Provide New business support as required
- Generate fee invoices using the company's systems
The successful candidate will work very closely with the admin team, Advisers, Paraplanners, and Operations to support the delivery of advice to the Adviser's clients. The office environment is busy, and the role can be challenging, so the successful candidate needs to be able to work as part of a team and adapt to changing requirements. Good communication skills will be important, as is the accuracy of output and working to agreed timescales. Candidates need to be computer literate with MS Office Suite experience, with experience of IO, and able to adapt to new ways of working.
Financial Planning - Team Leader employer: Fram Executive Search Limited
Contact Detail:
Fram Executive Search Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning - Team Leader
✨Tip Number 1
Familiarise yourself with the financial planning industry and the specific services offered by the firm. Understanding their approach to client management and the tools they use will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Highlight your leadership experience in previous roles, especially in managing teams remotely. Be prepared to discuss specific examples of how you've successfully trained and supported team members in a fast-paced environment.
✨Tip Number 3
Showcase your communication skills by preparing to discuss how you handle client enquiries and liaise with various stakeholders. Consider sharing examples of how you've effectively managed client relationships in the past.
✨Tip Number 4
Demonstrate your proficiency with relevant software, particularly MS Office Suite and any financial planning tools. Being able to discuss your technical skills confidently can set you apart from other candidates.
We think you need these skills to ace Financial Planning - Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and team leadership. Emphasise any previous roles where you managed a team or supported financial advisers, as this will resonate with the job description.
Craft a Compelling Cover Letter: In your cover letter, explain why you're passionate about financial planning and how your skills align with the responsibilities of the Team Leader role. Mention specific examples of how you've successfully trained and supported teams in the past.
Highlight Communication Skills: Since good communication is crucial for this role, provide examples in your application that demonstrate your ability to liaise effectively with clients, advisers, and other stakeholders. This could include managing client enquiries or coordinating with product providers.
Showcase Adaptability: Given the dynamic nature of the role, illustrate your ability to adapt to changing requirements. Share experiences where you've successfully navigated challenges in a busy office environment, showcasing your problem-solving skills and flexibility.
How to prepare for a job interview at Fram Executive Search Limited
✨Showcase Your Leadership Skills
As a Team Leader, it's crucial to demonstrate your ability to manage and support a team. Prepare examples of how you've successfully led teams in the past, focusing on training, development, and conflict resolution.
✨Understand the Financial Planning Process
Familiarise yourself with the financial planning process and the role of administrative support within it. Be ready to discuss how you can enhance efficiency and support Financial Planners in delivering excellent service to clients.
✨Highlight Your Communication Skills
Good communication is key in this role. Prepare to discuss how you handle client enquiries and liaise with various stakeholders. Consider sharing specific instances where your communication skills made a positive impact.
✨Demonstrate Adaptability
The job environment can be busy and challenging. Be prepared to discuss how you've adapted to changing requirements in previous roles. Highlight your ability to remain calm under pressure and manage multiple tasks effectively.
