Head of Financial Planning Administration

Job Purpose:

To manage the Financial Planning Administration teams across all Financial Planning divisional locations.

Key Areas of Responsibility:

• To be responsible for the Financial Planning administration teams.
• Encourage and drive efficiencies within the Administration teams.
• To take responsibility for the Financial Planning systems and controls.
• Provide supervision to Financial Planning Administration Managers, Team Leaders and PA roles in the performance of their duties.
• To provide the Financial Planning revenue collation and produce monthly reporting.

Knowledge & Skills:

• Strong organisational skills that reflect an ability to perform and prioritise multiple tasks seamlessly and with excellent attention to detail.
• Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point).
• Proficient in IO (Figaro & WDX).
• Strong interpersonal skills with the ability to build relationships across the business.
• Expert written and verbal communication skills.
• A proactive approach to problem-solving with strong decision-making capabilities.
• A highly resourceful team-player, with the ability to be effective independently and to work under pressure.
• Ability to handle confidential information with discretion; be adaptable to various competing demands.
• A high performer who achieves goals and meet deadlines in a fast-paced environment with constantly shifting priorities.
• A forward-thinker, who actively seeks opportunities and proposes solutions.
• Amiable, professional, and approachable at all times.
• Ability to motivate, encourage and manage staff.

Qualifications & Experience:

• Educated to A-Levels (or equivalent) with GCSEs (or equivalent) in Maths and English.
• Experience in managing, encouraging and motivating staff.