Chartered FP Team Leader: Lead & Grow HNW Clients

Bayford Hale; England; On-site; GBP 85,000 - 110,000; Full time

Job summary

Bayford Hale is seeking a Chartered Financial Planning Team Leader to head a team of Financial Planners and manage a select portfolio of High-Net-Worth clients. The role blends people leadership with hands-on advisory work to deliver outstanding client outcomes.

You will support regulatory compliance, optimise advice processes, and collaborate with HR, Compliance, Operations and Growth teams to drive performance and potential acquisitions. Experience leading advisers is essential.

Qualifications

• Minimum 5 years' experience as an Independent Financial Adviser.
• Experience with high-net-worth clients and complex financial planning requirements.
• Proven ability to lead, coach and mentor advisers and build high-performing teams.

Responsibilities

• Manage and develop a high-performing team of Chartered Financial Planners, driving excellence and scalability.
• Lead capacity planning, recruitment, development, retention and succession planning.

Skills

Leadership

People development

Client advisory

Regulatory awareness

Education

Chartered Financial Planner

Job description

Bayford Hale is seeking a Chartered Financial Planning Team Leader to head a team of Financial Planners and manage a select portfolio of High-Net-Worth clients. The role blends people leadership with hands-on advisory work to deliver outstanding client outcomes.

You will support regulatory compliance, optimise advice processes, and collaborate with HR, Compliance, Operations and Growth teams to drive performance and potential acquisitions. Experience leading advisers is essential.