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- Tasks: Lead a team in providing top-notch financial planning advice and client service.
- Company: Join a successful wealth management firm focused on service and lifestyle.
- Benefits: Enjoy a competitive salary, bonus opportunities, 25 days holiday, and private medical insurance.
- Why this job: Advance your career with a clear path to leadership in a supportive, social environment.
- Qualifications: Strong financial planning background; mentoring experience is a plus.
- Other info: Hybrid working model: office Monday-Thursday, work from home on Fridays.
The predicted salary is between 36000 - 54000 £ per year.
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.
- 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.
- 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.
Senior Financial Planning Administrator - Team Lead employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator - Team Lead
✨Tip Number 1
Showcase your leadership skills during the interview process. Prepare examples of how you've successfully mentored or led teams in the past, as this role specifically seeks someone with a desire to step into a leadership position.
✨Tip Number 2
Familiarise yourself with the company's culture and values. Since they emphasise being amiable and social, think about how you can demonstrate your fit within their team-oriented environment during your discussions.
✨Tip Number 3
Prepare to discuss your experience with compliance and regulatory standards, particularly FCA regulations. This will show that you understand the importance of these aspects in financial planning and client service.
✨Tip Number 4
Network with current or former employees if possible. They can provide insights into the company’s working environment and expectations, which can help you tailor your approach when applying through our website.
We think you need these skills to ace Senior Financial Planning Administrator - Team Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any leadership roles you've held. Use specific examples that demonstrate your ability to mentor and manage teams, as this is a key aspect of the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for stepping into a leadership position. Mention how your values align with the company's culture and your desire to contribute to a positive working environment.
Highlight Relevant Skills: Emphasise your communication and organisational skills in both your CV and cover letter. Provide examples of how you've delivered high-quality service and managed client documentation in compliance with regulations.
Showcase Team Player Attitude: Demonstrate your ability to work well in a team setting. Mention any experiences where you collaborated with others to achieve common goals, as this aligns with the company's focus on teamwork and social engagement.
How to prepare for a job interview at mbf
✨Showcase Your Leadership Skills
Since this role involves stepping into a leadership position, be prepared to discuss your previous experiences in mentoring or managing teams. Highlight specific examples where you successfully led a project or supported team members in their development.
✨Demonstrate Financial Expertise
Make sure to brush up on your financial planning knowledge and be ready to discuss industry trends, compliance regulations, and best practices. This will show that you are not only qualified but also passionate about the field.
✨Emphasise Team Collaboration
The company values team players, so be sure to share examples of how you've worked effectively within a team. Discuss how you’ve contributed to a positive team environment and how you handle conflicts or challenges with colleagues.
✨Prepare Questions About Company Culture
Since the company places importance on cultural fit, prepare thoughtful questions about their work environment and team dynamics. This shows your interest in not just the role, but also in becoming a part of their community.
