Tempest Jones
Financial Planning Support Team Manager
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Financial Planning Support Team Manager
Glasgow City Centre
Up to circa £50k + benefits
Full-Time | Permanent
Tempest Jones is pleased to be recruiting on behalf of a highly respected financial planning business based in Glasgow city centre. This is an excellent opportunity for an accomplished people manager to join a growing and well-established firm.
The business places real value on collaboration, professionalism, and exceptional client service. It offers a supportive environment where employees are encouraged to develop, progress, and achieve their full potential.
You will oversee a small team of Financial Planning Administrators and Paraplanners, taking responsibility for their day-to-day management, development, and performance.
Key responsibilities:
- Overseeing the day-to-day activities and workflow of a small team of Financial Planning Administrators and Paraplanners.
- Providing strong, approachable, and supportive leadership.
- Conducting regular one-to-ones, appraisals, and performance reviews.
- Coaching, mentoring, and motivating team members to encourage professional development and high performance.
- Supporting the onboarding and training of new employees.
- Monitoring workloads and ensuring service standards and deadlines are consistently achieved.
- Managing holiday requests and ensuring appropriate team coverage.
- Acting as a key point of contact for escalations and operational queries.
- Supporting process improvements and helping to drive efficiency and consistency across the team.
- Creating a positive, inclusive, and collaborative working environment in which people feel valued and supported.
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Requirements:
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- Proven experience leading and developing a team.
- Experience in Financial Planning Administration and ideally paraplanning.
- Experience within financial planning, wealth management, or a regulated financial services is essential.
- Knowledge of pensions, investments, and financial planning processes.
- Excellent interpersonal skills and the ability to build trust with people at all levels.
- Experience conducting one-to-ones, appraisals, and performance reviews.
- A supportive and encouraging management style, combined with the confidence to manage performance where necessary.
- A highly organized approach and the ability to manage multiple priorities effectively.
To apply:
Apply now by submitting your CV or contact Jenny Brophy direct at jenny@tempestjones.com.
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