Financial Planning and Analysis

• Lead, coach and mentor team members, embedding a culture of accountability and high performance
• Implement structured training, induction, and development programmes aligned to clear career pathways
• Monitor team performance against KPIs and drive measurable improvements in quality and turnaround times
• Build a strong “right-first-time” culture using error management frameworks, analysis, and corrective actions
• Ensure compliance with internal policies and FCA regulatory requirements
• Oversee work allocation and resource planning to ensure resilience across peaks and absences
• Act as the key liaison with Financial Planners, Paraplanners, and cross-functional teams
• Own the accuracy, completeness, and integrity of client and planner data, producing regular reports for leadership
• Champion digital adoption, workflow standardisation, and continuous improvement initiatives

Financial Planning Support Team Leader

Financial Planning Administrator

Financial Planning Administrator – 12 month FTC

Client Finance Analyst