Financial planning office manager Work, Jobs in Tile Hill, War (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
5d
Management Accountant (111619-0626)
University of Warwick —Coventry
- £35,608 - £46,049 a year
- University
- IT
- Annual leave
8d
Head of Finance
Cable & Splicing Limited (CASS) —Stratford-upon-Avon
- £50,000 - £55,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Supervising experience
- Travel
Quick apply
1d
Centre Manager - Banbury Lodge
UK Addiction Treatment Centres —Banbury
- £45,000 - £50,000 a year
- Full-time
- Microsoft Outlook
- Management
- Microsoft Office
Quick apply
13d
Lead Coordinator
EMR Group —Birmingham
- Full-time
- Customer service
- IT
- Communication skills
- Annual leave
Quick apply
PR Executive- Property
Gateley —Birmingham
- Annual leave
- Employee assistance programme
Manager - NHB Office
National Housing Bank —Birmingham
- £39,933 - £46,573 a year
- Full-time
- Hybrid work
- Presentation skills
- SharePoint
- Annual leave
- Employee assistance programme
8d
Senior Contracts Officer
National Gas —Warwick
- £55,000 - £60,000 a year
- Full-time
- Hybrid work
- No degree
- Business
- Leadership
- Free parking
5d
Financial Crime Team Manager
Lloyds Banking Group —Birmingham
- £44,901 - £49,890 a year
- Full-time
- In-person
- Leadership
- Communication skills
- Work from home
8d
Senior Team Manager (Financial Crime)
Lloyds Banking Group —Birmingham
- £67,023 - £74,470 a year
- Full-time
- Continuous improvement
- In-person
- Communication skills
- Work from home
8d
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
Senior Manager - NHB Office
National Housing Bank —Birmingham
- £51,076 - £59,570 a year
- Full-time
- Hybrid work
- Presentation skills
- SharePoint
- Annual leave
- Employee assistance programme
7h
Training & Implementation Project Manager
Pinewood.AI —Solihull
- Hybrid work
- Microsoft Office
- Project management
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Senior Enterprise Risk Manager
NFU Mutual —Stratford-upon-Avon
- £75,000 - £85,000 a year
- Full-time
- IT
- Financial services
- Banking
- Annual leave
- Employee discount
6d
Senior Planning Officer
Warwickshire County Council —Warwick
- £44,075 - £46,142 a year
- Full-time
- English
- Travel
- Annual leave
- Employee discount
Graduate Policy Officer
West Midlands Combined Authority —Birmingham
- £29,031 - £32,601 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee discount
1d
Events & Admin Co-Ordinator
CW Champions —Coventry
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Social media management
- Microsoft Office
- Free parking
- Employee assistance programme
Quick apply
12d
New Sites Manager
Busy Bees —Burntwood
- £60,000 - £65,000 a year
- Full-time
- Organisational skills
- Communication skills
1d
Deputy Director Sector Reporting
Department for Education —London
- £86,000 a year
- Part-time
- Presentation skills
- Communication skills
4d
Digital Transformation Delivery Lead
Warwickshire County Council —Warwick
- £44,075 - £46,142 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- AI
- Annual leave
- Employee discount
14d

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Financial Planning Office Manager

Rothesay Bennett Financial Planning
Coventry

Quick apply

Job details

Permanent | Full-time
£30,000 - £40,000 a year
5 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 tile hill, war

Financial Planning Office Manager

Management Accountant (111619-0626)

Head of Finance

Centre Manager - Banbury Lodge

Lead Coordinator

PR Executive- Property

Manager - NHB Office

Senior Contracts Officer

Financial Crime Team Manager

Senior Team Manager (Financial Crime)

PMO & Integration Analyst / Manager (12m FTC)

Senior Manager - NHB Office

Training & Implementation Project Manager

Senior Enterprise Risk Manager

Senior Planning Officer

Graduate Policy Officer

Events & Admin Co-Ordinator

New Sites Manager

Deputy Director Sector Reporting

Digital Transformation Delivery Lead

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