Financial planning manager Work, Jobs in Allesley, Wmd (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
Senior Strategic Account Manager - Energy & Utilities
The Manufacturing Technology Centre —Coventry
- £75,000 - £85,000 a year
- Full-time
- Business development
- Bachelor's degree
- IT
Quick apply
Integration Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Excel
- Management
- Analysis skills
- Employee discount
Management Accountant (111619-0626)
University of Warwick —Coventry
- £35,608 - £46,049 a year
- University
- IT
- Annual leave
5d
Finance Manager
Norton Industrial Doors Ltd —Birmingham
- £50,000 - £60,000 a year
- Overtime
- Microsoft Excel
- English
- Accounting
- Free parking
- Sick pay
Quick apply
Regional Estate Manager
OurCoop —Warwick
- Up to £50,000 a year
- Full-time
- Management
- Contracts
- Communication skills
- Annual leave
- Employee discount
Quick apply
4d
Management Accountant (111793-0626)
University of Warwick —Coventry
- £35,608 - £46,049 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- University
- Annual leave
12d
Lead Coordinator
EMR Group —Birmingham
- Full-time
- Customer service
- IT
- Communication skills
- Annual leave
Quick apply
Digital Project Manager
Coventry City Council —Coventry
- £45,091 - £52,413 a year
- Hybrid work
- Analysis skills
- Project management
- Presentation skills
10d
Senior Commercial Manager
M Group —Warwick
- Hybrid work
- Civil engineering
- Contracts
- Negotiation
- Employee discount
Senior Asset Manager
OurCoop —Warwick
- Up to £70,000 a year
- Full-time
- Annual leave
- Employee discount
Quick apply
4d
Project Director
Omexom UK —Birmingham
- PMP
- Project management
- Bachelor's degree
Audit Manager (Maternity Cover)
TGFP —Leamington Spa
- From £55,000 a year
- Temporary
- Analysis skills
- In-person
- Communication skills
- Health & wellbeing programme
Quick apply
Senior Contracts Officer
National Gas —Warwick
- £55,000 - £60,000 a year
- Full-time
- Hybrid work
- No degree
- Business
- Leadership
- Free parking
2d
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
3d
Network Planning Manager
EMR Group —Wednesbury
- Full-time
- Computer networking
- IT
- Communication skills
- Annual leave
Quick apply
4d
Home Manager
Prime Life —Wigston Magna
- £42,924 - £50,175 a year
- Full-time
- Care plans
- Annual leave
Quick apply
Finance Team Manager (Strategic)
North West Leicestershire District Council —Coalville
- £52,413 a year
- Full-time
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
5d
Admin Project Manager
Indulging LTD —Banbury
- £27,000 a year
- Weekend availability
- Microsoft Word
- CRM software
- Hospitality
- Free parking
- Health & wellbeing programme
Quick apply

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financial planning manager jobs near allesley, wmd

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 manager jobs in allesley, wmd

Financial Planning Office Manager

Senior Strategic Account Manager - Energy & Utilities

Integration Manager

Management Accountant (111619-0626)

Finance Manager

Regional Estate Manager

Management Accountant (111793-0626)

Lead Coordinator

Digital Project Manager

Senior Commercial Manager

Senior Asset Manager

Project Director

Audit Manager (Maternity Cover)

Senior Contracts Officer

Senior Enterprise Risk Manager

Network Planning Manager

Home Manager

Finance Team Manager (Strategic)

Senior Team Manager (Financial Crime)

Admin Project Manager

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