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Financial Planning Administrator Manager, Slough
Client:
Jenson Fisher
Location:
Slough, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
Job Views:
2
Posted:
22.08.2025
Expiry Date:
06.10.2025
Job Description:
The Client
Our client is on a mission to transform how wealth management and financial advice are provided across the UK. They use technology to improve client interactions with finances and reduce costs, enabling lower fees and broader access to advice, helping clients make smarter financial decisions.
The Role
We are offering a unique opportunity to join as a Client Services Manager. You will own daily operations, ensuring excellent customer experience and managing a team of 6-7 people.
This broad role is ideal for someone eager to learn and is a chance to shape the company's future from the start.
Responsibilities
* Manage a team of 6-7 Operations Associates
* Oversee operational processes, ensure quality, and seek improvements
* Solve complex operational issues with practical solutions
* Drive team to meet targets
* Onboard clients and manage relationships, including data collection and executing recommendations
* Serve as a point of contact for operational questions
* Ensure compliance with regulatory requirements
* Promote company culture and foster collaboration
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