Financial planning office manager Work, Jobs in Blaby, Lec (with Salaries)

Financial Planning Office Manager
Rothesay Bennett Financial Planning —Coventry
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
2d
Office Manager
Discovery Schools Academies Trust —Loughborough
- £27,858 - £30,078 a year
- Full-time
- Customer service
- English
- Microsoft Office
- Employee assistance programme
- Employee discount
Quick apply
Strategic Procurement/Sourcing Manager, hybrid or remote
Thermo Fisher Scientific —Loughborough
- Full-time
- Remote
- Microsoft Excel
- English
- Master's degree
Junior Project Planner
Ericsson —Leicester
- Microsoft Powerpoint
- Microsoft Excel
- English
4d
Finance Team Manager (Strategic)
North West Leicestershire District Council —Coalville
- £52,413 a year
- Full-time
Administrator
British Summer School —Oakham
- £691.19 - £774.62 a week
- Weekend availability
- School
- Annual leave
Global Product Manager
Rieke Packaging Systems Limited —Leicester
- Full-time
- Marketing
- Engineering
- Microsoft Office
- Annual leave
- Employee assistance programme
Finance Manager
Impact Air Systems Ltd —Leicester
- From £50,000 a year
- Full-time
- Microsoft Excel
- In-person
- Health & wellbeing programme
- Annual leave
Quick apply
5d
Management Accountant (111619-0626)
University of Warwick —Coventry
- £35,608 - £46,049 a year
- University
- IT
- Annual leave
5d
FP&A Manager
Nationwide Platforms —Lutterworth
- Communication skills
Finance Manager
Impact Air Systems —Leicester
- Full-time
- Microsoft Excel
- Annual leave
2d
Operations Manager
Trexon —Corby
- Management
- Sales
- Engineering
Quick apply
Project Co-ordinator
Leading Edge Performance —Leamington Spa
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- Microsoft Office
- In-person
- Time management
Quick apply
Digital Media Lead
NEXT —Leicester
- £52,000 - £66,000 a year
- Full-time
- Microsoft Excel
- Free parking
- Employee discount
8d
Jaguar Land Rover Business Manager
Sytner Group —Northampton
- Weekend availability
- Sales
- Accounting
- Retail sales
Management Accountant (111793-0626)
University of Warwick —Coventry
- £35,608 - £46,049 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- University
- Annual leave
12d
PMO & Integration Analyst / Manager (12m FTC)
idverde —Coventry
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
- Annual leave
- Employee assistance programme
Section Lead
Cromwell Group —Leicester
- Microsoft Excel
- Computer skills
- Power tools
- Annual leave
- Sick pay
Sales Manager
Smurfit Westrock —Leicester
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
5d
Hotel Manager
The Falcon Hotel —Uppingham
- £37,500 a year
- Weekend availability
- Hotel
- Supervising experience
- Human resources
Quick apply
2d

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financial planning office manager jobs near blaby, lec

Financial Planning Office Manager

Rothesay Bennett Financial Planning
Coventry

Quick apply

Job details

Permanent | Full-time
£30,000 - £40,000 a year
2 days ago

Benefits

Free parking
Health & wellbeing programme
Additional leave
Annual leave
Company pension
Canteen
Company events
Employee discount
Bereavement leave
Life insurance
Referral programme

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
Microsoft Office
Supervising experience
Mentoring
Financial services
Leadership
Communication skills

Full job description

Financial Planning Office Manager

Salary: £30,000 - £40,000 per annum (depending on experience)
Hours: Full-time, 35 hours per week (Monday-Friday, 9:30am-4:30pm, including paid breaks)
Location: Balsall Common, Coventry

What We Offer

Competitive salary of £30,000 - £40,000, depending on experience.
Full-time hours with a 35-hour working week and paid breaks.
24 days annual leave, plus Bank Holidays.
Half day off on your birthday.
Reduced working hours and flexible working arrangements over the two-week festive period.
Private medical care.
Life insurance.
Ongoing training and professional development opportunities.
Career progression within a growing and forward-thinking financial planning firm.
A supportive, friendly and collaborative team environment.

About the Role

Rothesay Bennett Financial Planning is a growing and ambitious independent financial planning firm committed to delivering exceptional service to our clients. As our business continues to expand, we are seeking an experienced Financial Planning Office Manager to help lead our administration function, support our advisers and operational teams, and ensure the smooth day-to-day running of the office.

This is a varied, influential and rewarding position that combines operational management, team leadership, workflow oversight and financial planning administration. You will play a central role in maintaining high service standards, supporting complex client cases, developing team members and driving operational excellence across the business.

Working closely with Financial Advisers, Paraplanners, Administrators and senior management, with the help from HR, you will act as a trusted point of contact, problem solver and subject matter expert. You will be responsible for ensuring processes run efficiently, regulatory obligations are met, and the administrative team is supported, motivated and equipped for success.

This role would particularly suit an experienced Financial Planning Assistant, Senior Financial Services Administrator, Team Leader, Operations Supervisor or Office Manager looking to take the next step in their career within a growing and supportive business.

Essential Skills & Experience

Previous experience working within a Financial Planning, Independent Financial Adviser (IFA), Wealth Management or Financial Services environment is essential.
Some experience managing, supervising, mentoring or coordinating an administration or office-based team.
Strong understanding of financial planning administration processes, adviser support and regulatory requirements.
Excellent organisational, communication and leadership skills.
Proven ability to prioritise workloads, manage competing deadlines and maintain high standards of accuracy.
Experience using Intelligent Office (iO) and familiarity with financial planning platforms, providers and back-office systems.
Strong working knowledge of providers and platforms such as Quilter, Aviva, Aberdeen, Prudential and similar organisations.
Confident using Microsoft Office systems, particularly Outlook, Word and Excel.

Please note: Due to the specialist nature of this position, applications from candidates without previous financial planning, wealth management, IFA or financial services experience will unfortunately not be considered. General office management experience alone does not meet the requirements of this role.

Key Responsibilities

Oversee the day-to-day operations of the financial planning office.
Lead, support and develop our growing administration team in partnership with the HR function.
Coordinate and monitor workflows to ensure service levels and deadlines are consistently achieved.
Provide guidance and support on complex client cases and administrative queries.
Ensure adherence to FCA requirements, Consumer Duty principles and internal policies and procedures.
Work closely with Financial Advisers, Paraplanners and Administrators to maintain efficient and effective business operations.
Identify opportunities to improve processes, increase efficiency and enhance client outcomes.
Assist with recruitment, onboarding, training and performance development of team members.
Maintain accurate records, oversee office systems and support relationships with external suppliers and providers.
Act as a key point of contact for operational queries and day-to-day team support.
Contribute to business projects, change initiatives and continuous improvement activities.

Apply Now

If you have experience within a financial planning, wealth management or IFA environment and are looking for an opportunity to combine operational leadership, team development and financial planning administration, we would love to hear from you.

Join Rothesay Bennett Financial Planning and help us continue to build an outstanding experience for both our clients and our team.

Pay: £30,000.00-£40,000.00 per year

Benefits:

Additional leave
Bereavement leave
Canteen
Company events
Company pension
Employee discount
Free parking
Health & wellbeing programme
Referral programme

Work Location: In person

Quick apply

Refine Your Search

financial planning office manager jobs in blaby, lec

Financial Planning Office Manager

Office Manager

Strategic Procurement/Sourcing Manager, hybrid or remote

Junior Project Planner

Finance Team Manager (Strategic)

Administrator

Global Product Manager

Finance Manager

Management Accountant (111619-0626)

FP&A Manager

Finance Manager

Operations Manager

Project Co-ordinator

Digital Media Lead

Jaguar Land Rover Business Manager

Management Accountant (111793-0626)

PMO & Integration Analyst / Manager (12m FTC)

Section Lead

Sales Manager

Hotel Manager

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