At a Glance
- Tasks: Lead a team while providing hands-on support in financial planning administration.
- Company: Reputable wealth management firm known for high-quality financial advice.
- Benefits: Salary up to £50,000, hybrid working, and extensive professional development support.
- Other info: Enjoy 26 days holiday and a range of health benefits.
- Why this job: Step into a leadership role and make a real impact in a supportive environment.
- Qualifications: 3 years' experience in financial planning and mentoring skills required.
The predicted salary is between 50000 - 50000 £ per year.
Are you an experienced Financial Planning Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for a Financial Planning Administrator to join a highly regarded financial planning firm as a Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice.
They're looking for an experienced Financial Planning Administrator to provide administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support a Junior Administrator. You will also act as the escalation point and support 4 Junior Administrators based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career.
The Role:
- Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner
- Prepare client meeting packs and all associated documentation
- Arrange client meetings and manage adviser diaries
- Liaise with clients and providers to progress new and existing business
- Process Letters of Authority and obtain information from providers
- Maintain accurate client records using the firm's CRM and workflow systems
- Manage cases from inception through to completion, ensuring an outstanding client experience
- Support, coach and develop Junior Administrators
- Allocate workloads and act as the technical escalation point for the administration team
- Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes
The Person:
- Around 3 years' experience as a Financial Planning Administrator within a Financial Planning/Wealth Management environment
- Experience supervising, mentoring or coaching junior team members
- Knowledge of pensions, investments and wider wealth management products
- Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing
- Excellent organisational skills with exceptional attention to detail
- Confident communicator with a collaborative and proactive approach
- Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma
Package & Benefits:
- Salary up to £50,000 plus bonus DOE
- Hybrid working (4 days in the office, 1 day from home)
- Full study support towards professional qualifications (if desired)
- Ongoing training and career development
- Opportunity to step into a leadership role within a highly successful business
- Supportive and collaborative working environment with genuine long-term progression
- Health Cash Plan
- Life Assurance 4x Salary
- Private Medical Insurance
- Private GP
- Income Protection
- Pension
- 26 days holiday plus
Team Manager employer: Financial Divisions (City) LLP
Join a highly regarded financial planning firm in Bristol as a Finance Administrator, where you'll be part of a supportive team dedicated to delivering exceptional client experiences. With a focus on employee growth, the company offers comprehensive benefits, including full study support for professional qualifications, hybrid working arrangements, and excellent career progression opportunities. This is an ideal environment for those seeking meaningful work in a fun and dynamic setting.
Contact Details:
Financial Divisions (City) LLP Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Team Manager
✨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!
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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 Financial Divisions (City) LLP. You never know who might be your next boss or a crucial contact!
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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 Financial Divisions (City) LLP.
✨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 Financial Divisions (City) LLP. 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 Team Manager
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 Financial Divisions (City) LLP 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 Financial Divisions (City) LLP how you can be a team player!
How to prepare for a job interview at Financial Divisions (City) LLP
✨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 Financial Divisions (City) LLP.
✨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 Financial Divisions (City) LLP'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!
