At a Glance
- Tasks: Oversee daily operations, finance, compliance, HR, and technology in a dynamic financial planning firm.
- Company: Join a prestigious Chartered financial planning firm in the heart of London.
- Benefits: Competitive salary, quarterly bonuses, hybrid working, private medical insurance, and gym membership.
- Other info: Enjoy a modern office environment with opportunities for professional growth.
- Why this job: Be a key player in a growing firm with long-term career prospects and significant responsibility.
- Qualifications: Experience in operations management within regulated financial services and strong organisational skills.
The predicted salary is between 45000 - 55000 £ per year.
An exceptional opportunity has arisen to join a highly respected, Chartered financial planning firm based in the heart of the City of London.
Established for many years, the business has built an outstanding reputation for delivering independent, holistic financial planning to high-net-worth individuals, families and business owners, with professionalism, technical excellence and long-term client relationships at the core of everything it does.
The firm is recognised as one of the relatively small number of Chartered Financial Planning businesses in the UK, reflecting its commitment to the very highest professional standards.
As the business continues to grow, they are looking to appoint an experienced Operations Manager who will play a pivotal role in the day-to-day running of the company.
This is a varied and highly influential position, offering responsibility across operations, finance, compliance, HR, technology and business management.
Working closely with the Directors, you will ensure the business operates efficiently, remains fully compliant and continues to deliver an exceptional service to both clients and employees.
This is an ideal opportunity for someone who enjoys variety, thrives on responsibility and is looking to become a key member of a successful and ambitious business.
The Role
Reporting directly to the Directors, responsibilities will include
- Finance & Business Operations
- Overseeing the day-to-day operational running of the business
- Reconciling business income within the CRM system
- Assisting with the preparation of management and company accounts
- Managing monthly payroll
- Company bank reconciliations
- P11D administration
- Managing introducer payments
- Overseeing the firm's third-party technology platforms and software providers
- Compliance & Regulatory Oversight
- Managing FCA and regulatory reporting, including GABRIEL submissions
- Maintaining Appointed Representative compliance
- Liaising with the FCA and external compliance consultants
- Managing the firm's Training & Competence Scheme
- Monitoring adviser file reviews and Management Information (MI)
- Maintaining CPD records and Chartered status renewals
- Managing Professional Indemnity Insurance renewals
- Chairing Investment Committee and Proposition Committee meetings
- Conducting adviser 1-2-1 meetings
- HR & People Management
- Managing recruitment activities
- Preparing employment contracts and maintaining staff handbook
- Coordinating annual staff reviews
- Organising staff incentives and employee engagement initiatives
- Business Administration
- Managing IT systems, hardware, software and cyber security
- Supporting delivery of the business plan
- Coordinating marketing initiatives
- Managing office facilities and supplier relationships
- Working closely with external accountants and professional advisers
About You
The successful individual is likely to have
- Previous Operations Manager, Practice Manager or Senior Administration experience within a regulated financial services environment
- At least five years' experience within financial planning, wealth management or another FCA-regulated business
- Experience managing operational processes and supporting senior leadership
- Strong understanding of FCA regulation and compliance
- Excellent organisational and project management skills
- Advanced Microsoft Excel skills and confidence using CRM/back‑office systems
- Experience managing multiple priorities simultaneously
- Strong communication and leadership skills
- Degree educated (preferred)
- Level 4 Diploma, Prince2 qualification or accounting qualification would be advantageous but are not essential
Most importantly, you'll be a proactive, highly organised individual with exceptional attention to detail, someone who enjoys improving processes, solving problems and helping a business continue to evolve.
What's on Offer?
- Salary of £45,000 - £55,000 depending on experience
- Quarterly bonus scheme (projected annual bonus of approximately £10,000)
- Hybrid working (2 days from home following probation)
- Private Medical Insurance
- Travel Insurance
- Gym membership (Virgin Active or Pure Gym)
- Generous annual leave
- Modern City of London offices
Genuine opportunity to become an integral member of a growing Chartered financial planning firm with long-term career prospects and significant responsibility.
#J-18808-Ljbffr
Administration Manager in London employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Administration Manager in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Administration Manager in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
