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: Competitive salary, bonus, and excellent benefits including hybrid working.
- Other info: Dynamic environment with opportunities for career advancement.
- Why this job: Step into a leadership role and make a real impact on clients' financial journeys.
- Qualifications: Experience in financial planning and mentoring junior team members 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, and 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 o...
Financial Planning Team Manager – Bristol/ Hybrid - to £50,000 + Bonus + Excellent Benefits employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
