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Financial Planning Administration Team Manager

  • City of London, London
  • Permanent
  • £45,000 to £55,000

Job details.

Are you a dynamic leader with a passion for financial planning and administration? Do you thrive in a collaborative environment and excel at managing a team ? If so, our client is looking for you to lead their Financial Planning Administration Team in their London head office.

Our client:

Our client is a renowned financial services firm dedicated to helping clients achieve their financial goals and aspirations.

Role Overview:

As the Financial Planning Administration Team Manager, you will be responsible for leading a team of 10 dedicated Financial Planning Administrators. Your role is crucial in ensuring the smooth operation of their client-focused services. This is an exciting opportunity to influence and shape the future of their team while enjoying the benefits of a hybrid work model.

Key Responsibilities:

  • Lead, mentor, and motivate a team of 10 Financial Planning Administrators.
  • Oversee daily operations, ensuring compliance and quality standards.
  • Collaborate with financial planners to provide seamless client support.
  • Develop and implement efficient administrative processes.
  • Drive continuous improvement initiatives within the team.
  • Foster a positive and productive work environment.

Why Join Our Client?

  • Hybrid Working: Enjoy the flexibility of three days in our modern London office and two days working from the comfort of your home.
  • Career Growth: They are dedicated to your professional development and offer opportunities for advancement.
  • Competitive Compensation: Receive a competitive salary and benefits package.
  • Work-Life Balance: They believe in the importance of maintaining a healthy work-life balance.
  • Innovative Culture: Be part of a company that values innovation and embraces new ideas.


  • Proven leadership experience in financial planning administration.
  • Strong organizational and communication skills.
  • A commitment to delivering excellent client service.
  • Knowledge of financial planning and investment products is a plus.
  • Leadership and team-building skills are essential.

Package to £55,000, Annual Bonus & Exceptional Benefits.


  1. Financial Services
  2. Financial Planning

Benjamin Holmes

Founder & Key Account Manager

Contact Us

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