Job Details
* Job Ref: 90437
* Location: Wilmslow, Cheshire
* Employment Type: Permanent
* Salary: £50,000 – £60,000 per annum
A growing independent Chartered Financial Planning firm is looking to appoint a Resource Manager to support its continued expansion and operational growth. This newly created role sits within the client‑facing operation, responsible for coordinating workflow across Financial Planners and Client Managers to ensure work is allocated effectively, fairly, and in line with business priorities. The successful candidate will play a key role in managing operational capacity, overseeing onboarding activity, improving efficiencies, and providing visibility across workflow, utilisation, and service delivery.
The Role
* Manage capacity and workflow across adviser and client support teams
* Coordinate allocation of incoming work and new business enquiries
* Oversee client onboarding pipelines and resolve operational bottlenecks
* Maintain and improve CRM and resource planning data accuracy
* Produce and analyse operational MI including utilisation and onboarding metrics
* Forecast future resource requirements in line with growth plans
* Support process improvements and operational efficiency initiatives
* Work closely with stakeholders across the business to support scalable growth
Experience Required
* Resource planning experience
* Workforce or capacity management exposure
* Operational coordination experience
* Strong organisational and stakeholder management skills
* Experience within financial services or professional services environments advantageous
Package
* Salary up to £60,000 depending on experience
* Opportunity to join a growing and forward‑thinking business
* Newly created role with strong long‑term progression potential
#J-18808-Ljbffr