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Permanent

Senior Financial Planning Administrator London Hybrid (2-3 days office) Up to and;45,000

London
money-bag 10000-500000 Annual
3188224937
Posted 2 days ago

Senior Financial Planning Administrator London Hybrid Working (2-3 days office) Up to £45,000 + Bonus + Excellent Benefits Are you an experienced Client Account Manager, Senior Administrator or Client Services professional within financial planning looking for a role where you can genuinely make an impact? I''m working with a highly respected, award-winning financial planning firm in London that is looking to appoint a Senior Financial Planning Administrator/Team Leader to support two senior advisers while helping lead and develop a small client support team. This is far more than a traditional administration role. You''ll be the person who keeps everything moving, ensuring exceptional service for a portfolio of high-value clients while acting as a mentor and role model to colleagues around you. If you enjoy taking ownership, solving problems, building strong relationships and leading from the front, this could be the ideal next step. The Opportunity This is a true "player-coach" position where you''ll combine hands-on client support with team leadership responsibilities. You''ll: Provide senior administrative and client support to two experienced Financial Advisers Build trusted relationships with clients and act as a key point of contact Manage complex and sensitive cases with professionalism and empathy Lead, mentor and develop a small team of Client Account Managers Run team meetings, support performance reviews and identify development opportunities Ensure ..... full job details .....

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