Administration Delivery Manager

We are seeking working with a highly regarded financial planning practice who are seeking an experienced, organised, and driven Advice Delivery Manager to join the team. Working at senior level with various divisional managers, your key responsibility will be to enhance the client experience, streamline service delivery to Advisers and clients, and improve the speed and accuracy of administrative support and advice.

What will I be doing?

This is a key leadership role, responsible for managing the Advice Support Functions, which include Paraplanning and Planning Support. The right person will be responsible for ensuring that these functions operate efficiently, delivering structured, high-quality support to Advisers and clients while maintaining clear accountability within the Pod.

By providing operational and administrative leadership at the Pod level, you will be responsible for enhanced decision-making, overseeing performance, and coordinates the Paraplanning and Planning Support teams. This role ensures that all processes and policies are followed, driving efficiency and maintaining excellence in service delivery, enabling Advisers to dedicate more time to clients and ensuring delivery of the highest level of service. This role is responsible for hiring, performance management, and team development.

An important responsibility for this role is to keep the pods working in the same way, and this will typically be solved through a standard set of documented processes that each Pod follows. The management group work together as a team on improvement ideas, which are then trained out to the Pods and implemented as changes to the standard documented processes to keep activity aligned.

• Report directly to the Pod Leader, ensuring leadership is embedded within the Pod structure.
• An ADM may have responsibility for the delivery of advice within more than one Pod depending on business requirements, and the size of the pods at that time.
• Support Pod Leaders and Advisers by ensuring seamless workflow management and resource allocation.
• Work to provide clients with the highest level of service, by supporting Advisers so that they have more time with their clients.
• Oversee the performance of the Advice Support Functions (Paraplanning & Planning Support), ensuring operational excellence.
• Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards.
• Proactively provide regular updates to the Pod Leader on team performance and capacity.
• Ensure full accountability for team structure, service delivery, and Adviser support functions.
• Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively.
• Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme.
• Work closely with the FP Training Team, which will be responsible for training Planning Support and Paraplanners.
• Ensure team members understand their core duties, expectations, and service delivery requirements.
• Act as a first point of contact for any team issues or escalations.
• Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations.
• Work closely with the People and Training teams to drive ongoing professional development for
• Act as the key leadership figure within the Pod for Adviser support functions.

What skills and experience do I need to have?

To be successful in this role, the ideal candidate will have:

• Strong operational oversight with expertise in financial planning, paraplanning, and client support.
• Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes.
• Proven leadership and team management within financial services, ensuring efficiency and service excellence. Minimum of 3-5 years experience in paraplanning or client services.
• Excellent stakeholder management, collaborating with leadership, training, and support teams.
• Strategic and organised, able to manage multiple priorities in a fast-paced environment.
• Strong attention to detail, ensuring accuracy and consistency in all processes.
• Excellent communication skills with a client-focused approach to enhance Adviser and client experiences.
• Familiarity with FCA regulations and compliance standards within financial advice firms.

This role is ideal for someone with extensive knowledge of Paraplanning and Client Services, a passion for developing high-performing teams, and the ability to drive operational efficiencies while maintaining a high standard of client support.

What type of person would work best in this role?

• Strategic thinker with extensive experience in Paraplanning, Client Services, and Financial Planning.
• Competent, approachable leader focused on excellence in client experience.
• Thrives in a busy environment, managing deadlines while staying calm.
• Strong attention to detail with a focus on accuracy and clear communication.
• Excellent verbal and written communication, including proofreading and grammar skills.
• Proactive approach to solving operational challenges.