Financial Planning Team Leader

ZipRecruiter; Bath; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading financial services organization seeks an experienced Team Leader to join their financial planning division. This hybrid role involves coaching and developing a team of Client Administrators and Paraplanners while promoting service excellence in a dynamic environment. The ideal candidate will possess a strong background in financial planning or services, exceptional interpersonal skills, and a proactive mindset to lead through organizational change.

Benefits

Competitive salary

Bonus structure

Hybrid working model

Generous holiday allowance

Qualifications

• Previous experience in a similar role within financial planning or financial services.
• Proven ability to manage and develop a team.
• Exceptional written and verbal communication skills.

Responsibilities

• Lead and develop a team of Client Administrators and Paraplanners.
• Build strong client relationships and ensure accurate documentation.
• Ensure compliance with regulatory standards.

Skills

Team Management

Client Relationships

Change Management

Organisational Skills

Communication

Stakeholder Management

Job description

Job Description

Mbf are working with an award-winning, financial services organisation to recruit an experienced Team Leader.

Our client is a multi-faceted business, offering a range of services across financial planning, corporate wealth, and employee benefits.

This position will join their growing financial planning division. We are looking for an experienced leader to join a dynamic team and drive operational excellence.

About the Role

As a Team Leader, you will be responsible for motivating, coaching, and developing a team of IFA Administrators and Paraplanners.

You'll work closely with financial planners to ensure outstanding client experiences, high operational standards, and team effectiveness. This is a hybrid role, offering a balance of office-based collaboration and remote working flexibility.

Importantly, this role sits within a fast-paced and evolving environment, so we are looking for someone who is comfortable with change, adaptable, and confident leading others through periods of transformation as the business continues to grow and enhance its proposition.

Key Responsibilities

• Lead and develop a team of Client Administrators & Paraplanners, conducting appraisals, 1:1s, and training sessions.
• Provide expert guidance on technical and process matters while acting as the go-to person for team support.
• Build strong client relationships through regular contact and ensure accurate client records and documentation.
• Collaborate with financial planners and paraplanners to support suitability reports and pipeline management.
• Promote a culture of service excellence and ensure compliance with regulatory standards.

What We’re Looking For

• Ideally, you will have previous experience in a similar role within financial planning. However, the client will also consider experienced Team Leaders/Managers from broader financial services backgrounds such as pensions, investments, platforms, or mortgages.
• Proven ability to manage, mentor, and develop a team.
• Excellent organisational and prioritisation skills.
• Exceptional written and verbal communication abilities.
• Stakeholder management and positive influencing skills.
• A commitment to delivering outstanding client service.
• A proactive, change-positive mindset with the ability to lead confidently in a transforming environment.

What’s on Offer?

• Competitive salary up to £45,000 plus bonus.
• Hybrid working model for enhanced work-life balance - 2 days in the office.
• Generous holiday allowance and strong overall benefits package.