Senior business administrator Work, Jobs in Balsall Common, Wmd (with Salaries)

Financial Planning Office Manager/ Supervisor
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
Sales Administrator
Winkworth - Leamington Spa —Leamington Spa
- £25,000 - £30,000 a year
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
9d
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Employee Relations Operations Administrator x2
Select Engineering —Solihull
- £21.88 an hour
- Call to connect
- Data analysis skills
- Organisational skills
- Communication skills
- Employee assistance programme
12d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
8d
Case Administrator - Coventry
HM Prison & Probation Service —Coventry
- £20,001 - £30,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Communication skills
- Annual leave
- Employee discount
11d
Investment Support Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Outlook
- Employee discount
7d
Senior TechOps Generalist
Octopus Energy Group —Coventry
- £65,000 - £90,000 a year
- Full-time
- Hybrid work
- Scripting
- APIs
- IT
Quick apply
Office Administrator
MGN Repairs Management Ltd. —Birmingham
- £25,420.00 - £39,356.82 a year
- Part-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Free parking
- Employee discount
Quick apply
8d
Payroll Administrator
Shipley Estates Ltd —Tamworth
- £30,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Human resources
- In-person
- Free parking
Quick apply
3d
Senior Pensions Administrator
Aon Corporation —Birmingham
- Hybrid work
- Analysis skills
- Continuous improvement
- Driving
IT Support Administrator - Second Tier
Plumbworld (Online Home Retail Ltd.) —Evesham
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Azure
- Customer service
- Windows
- Free parking
- Health & wellbeing programme
Quick apply
7d
Contract Administrator - part-time - *SITE BASED*
Equans —Coleshill
- £16,640 a year
- Part-time
- Word processing
- Human resources
- Annual leave
- Employee assistance programme
Contract - Accessibility Administrator
Deloitte —Birmingham
- Hybrid work
- Microsoft Excel
- Oracle
- Microsoft Outlook
3d
Apprentice - Policy
Ofqual (Office of Qualifications and Examinations Regulation) —Whoberley
- £22,857 a year
- Full-time
- Presentation skills
- Free parking
- Annual leave
13d
Business Rates Administrator (WSP GL Hearn)
WSP —Birmingham
- Part-time
- Hybrid work
- Microsoft Office
- Flexitime
- Work from home
Employee Relations Operations Administrator
Select Engineering —Birmingham
- £23.60 an hour
- Call to connect
- Data analysis skills
- Organisational skills
- Communication skills
- Employee assistance programme
Senior Service Desk Engineer
Zenzero Solutions —Coventry
- Azure
- Microsoft Office
- AWS
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Senior Pension Administrator
First Actuarial —Birmingham
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance

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senior business administrator jobs near balsall common, wmd

Financial Planning Office Manager/ Supervisor

Rothesay Bennett Financial Planning
Coventry

Quick apply

Job details

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

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

senior business administrator jobs in balsall common, wmd

Financial Planning Office Manager/ Supervisor

Sales Administrator

Senior Pensions Administrator

Employee Relations Operations Administrator x2

Senior IFA Administrator

Case Administrator - Coventry

Investment Support Administrator

Senior TechOps Generalist

Office Administrator

Payroll Administrator

Senior Pensions Administrator

IT Support Administrator - Second Tier

Contract Administrator - part-time - SITE BASED

Contract - Accessibility Administrator

Apprentice - Policy

Business Rates Administrator (WSP GL Hearn)

Employee Relations Operations Administrator

Senior Service Desk Engineer

Senior Financial Planning Administrator

Senior Pension Administrator

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