At a Glance
- Tasks: Lead and develop a team of Administrators in a dynamic Wealth Management environment.
- Company: Join a growing Wealth Management business with a focus on client service and operational efficiency.
- Benefits: Competitive salary, hybrid working, travel expenses covered, and career development opportunities.
- Other info: Opportunity for genuine responsibility and career progression in a supportive team.
- Why this job: Make a real impact by enhancing client service and improving processes across multiple offices.
- Qualifications: Strong management experience in Wealth Management and excellent communication skills.
The predicted salary is between 55000 - 55000 £ per year.
Financial Planning Administration Team Manager
Location: Bristol, Birmingham or Dorset, with travel between offices
Salary: Up to £55,000
We are currently recruiting for an experienced Financial Planning Administration Team Manager to join a growing Wealth Management business, overseeing a team of Administrators across Bristol, Birmingham and Dorset.
You can be based on a hybrid-working policy from any of the three offices, with an expectation to travel between locations approximately once every two weeks, depending on your base with travel expenses covered. Dorset would typically require a visit once or twice a month.
We are looking for someone based in a location that is suitable for travel to all three sites.
You will initially manage a team of around 11 Administrators, with the potential for this to grow to around 16. Working closely with Managing Directors, Advisers and wider teams, you will be responsible for ensuring excellent client service, operational efficiency and consistent processes across the practices.
Key responsibilities include:
- 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.
We are looking for someone with strong line management experience within Wealth Management or Financial Planning.
You will ideally have:
- Strong experience managing and developing an Administration or operations team.
- Excellent knowledge of Wealth Management processes.
- Experience with performance management, mentoring and objective setting.
- A proactive approach to process improvement and problem solving.
- The confidence to challenge and influence others.
- Excellent communication and organisational skills.
- The ability to manage multiple priorities while maintaining attention to detail and a strong client focus.
- An understanding of the FCA regulatory environment and effective risk management.
This is a great opportunity for an experienced Client Service Manager or senior Wealth Management professional looking for a role with genuine responsibility for people, processes and service delivery across multiple offices.
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Administration Team Manager in Birmingham employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Administration Team Manager in Birmingham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Eden Rose. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Eden Rose.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Eden Rose. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Administration Team Manager in Birmingham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Eden Rose and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Eden Rose how you can be a team player!
How to prepare for a job interview at Eden Rose
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Eden Rose.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Eden Rose's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
