About this role
mbf are working with one of the UK's leading and most highly regarded Wealth Management organisations to recruit an experienced Wealth Planning Assistant Team Leader for their growing Cambridge office.
Our client is a well-established, financially secure and highly respected business that continues to invest heavily in its UK Financial Planning proposition. Following significant expansion and a number of strategic acquisitions, the firm is looking to strengthen its Cambridge operation with an experienced individual who can combine excellent technical administration knowledge with strong people management and leadership skills.
This is an excellent opportunity for an experienced Senior Financial Planning Administrator, Team Leader or Administration Manager looking to take the next step in their career within a prestigious and forward-thinking organisation.
The Role
Reporting to the Operations Manager, you will take responsibility for overseeing a team of Wealth Planning Assistants, ensuring the efficient delivery of high-quality administrative and client support services to Wealth Planners and Paraplanners.
The position combines hands-on financial planning administration with team leadership, staff development and operational improvement.
Key responsibilities will include:
Managing and overseeing the day-to-day workload of the Wealth Planning Administration team, ensuring tasks are allocated appropriately and deadlines are met.Providing leadership, coaching and mentoring to team members, supporting their ongoing professional development.Conducting regular one-to-one meetings, performance reviews and setting individual objectives.Supporting Wealth Planners and Paraplanners with client servicing, new business processing and general financial planning administration.Overseeing client onboarding, documentation, application processing and the maintenance of accurate client records.Acting as a key point of contact for internal stakeholders, product providers and clients where appropriate.Working closely with the Operations Manager to improve processes, operational efficiencies and service standards.Ensuring all administration is completed accurately and in accordance with regulatory and compliance requirements.Supporting the management of holidays, absences and team resources.
About You
We are keen to speak with candidates who have a strong background in financial planning administration, ideally gained within an IFA, Wealth Management or Financial Planning environment.
The ideal candidate will demonstrate:
Significant experience within Financial Planning or Wealth Management administration.Previous team leadership, supervisory or people management experience, although experienced Senior Administrators ready to progress will also be considered.A good understanding of the end-to-end financial planning process, including client onboarding, new business processing and ongoing client servicing.Excellent organisational skills and the ability to manage competing priorities.Strong communication and interpersonal skills, with a positive and supportive approach to team development.A good understanding of financial planning products, regulatory requirements and compliance procedures.Experience using XPlan and/or Voyant would be advantageous but is not essential.
Salary & Benefits
Our client offers an attractive overall package, including:
Basic salary up to approximately £45,000, depending on experience.Discretionary annual bonus.Contributory pension scheme.Private medical insurance.Permanent health insurance.Comprehensive additional employee benefits.Hybrid working arrangements, typically three days in the office and two from home following the initial probationary period.Excellent long-term career development opportunities within a growing national Wealth Management business.
Why Apply?
This is a particularly attractive opportunity for someone who enjoys developing people, improving processes and playing an important role in the successful operation of a Financial Planning business.
You'll be joining an organisation with an excellent reputation, substantial financial backing and ambitious plans for continued growth across the UK.
For an experienced Financial Planning Administration professional looking for greater responsibility, or an existing Team Leader seeking a fresh challenge, this role offers an excellent combination of stability, progression and a highly competitive package.
Interested?
For further information or a confidential discussion, please apply or contact mbf directly. All enquiries will be treated in the strictest confidence.