Financial Planning Team Leader

JR United Kingdom; Crawley; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

A leading national financial services organisation seeks an experienced Team Leader for its growing financial planning division. The role involves motivating a dynamic team, ensuring high operational standards, and fostering client relationships, all in a hybrid working environment that promotes flexibility and work-life balance.

Benefits

Competitive salary and bonus

Generous holiday allowance

Strong overall benefits package

Hybrid working model for work-life balance

Qualifications

• Experience in team leadership within financial planning or related fields.
• Exceptional written and verbal communication skills.
• Ability to manage and develop a team effectively.

Responsibilities

• Lead and develop a team of Client Administrators & Paraplanners.
• Build strong client relationships and ensure compliance with standards.
• Collaborate with financial planners to support reports and pipeline management.

Skills

Organisational Skills

Communication

Team Management

Stakeholder Management

Job description

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Financial Planning Team Leader, crawley, west sussex

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Client:

mbf

Location:

crawley, west sussex, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

Mbf are working with an award-winning, national 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.