Financial Planning Team Leader

Dynamite Recruitment; England; On-site; GBP 42,000 - 62,000; Full time

Job summary

Dynamite Recruitment is seeking an organised, proactive and people-focused Client Support Team Leader to oversee our Client Support and Technical Client Support teams, comprising financial planning administrators and paraplanners.

Working closely with the Operations Director, you will help develop the team, improve processes and ensure both teams operate effectively, with clear priorities and consistent working practices.

Qualifications

• Experience in financial planning administration or paraplanning.
• Strong understanding of financial planning processes and team roles.
• High standards of client service and attention to detail.

Responsibilities

• Oversee day-to-day admin and paraplanning teams.
• Allocate work, manage workloads and meet deadlines and service standards.
• Monitor outstanding cases, backlogs and reprioritise as needed.
• Provide coaching and support, helping with training and development.
• Hold regular team catch-ups and 1:1 meetings to review progress.
• Identify opportunities to improve workflows, efficiency and accuracy.
• Provide updates to the Operations Director on performance, workloads and capacity.
• Provide hands-on support with client administration and complex cases as required.

Skills

Financial planning admin

Paraplanning

Client servicing

Attention to detail

Communication skills

Leadership

Job description

We are looking for an organised, proactive and people-focused Client Support Team Leader to oversee our Client Support and Technical Client Support teams, comprising financial planning administrators and paraplanners.

Working closely with the Operations Director, you will help develop the team, improve processes and ensure both teams operate effectively, with clear priorities and consistent working practices.

Key Responsibilities

• Oversee the day-to-day running of the Administration and paraplanning teams.
• Allocate work, manage workloads and ensure deadlines and service standards are met.
• Monitor outstanding cases, identify backlogs and reprioritise work where necessary.
• Provide guidance, coaching and support to colleagues, helping with training and development.
• Hold regular team catch‑ups and one-to-one meetings to review progress and performance.
• Identify opportunities to improve workflows, efficiency and accuracy.
• Provide regular updates to the Operations Director on team performance, workloads and capacity.
• Provide hands‑on support with client administration and more complex cases where required.

Skills and Experience

• Strong experience in financial planning administration, paraplanning or client servicing within financial services.
• A good understanding of financial planning processes and the roles of administration and paraplanning teams.
• Strong attention to detail and a commitment to high standards of client service.
• Confident communication skills and the ability to provide constructive feedback.
• A supportive leadership style, with the confidence to set expectations and hold colleagues accountable.

You will be approachable, organised and solutions-focused, with a genuine interest in helping people develop and improving the way a team operates. You will be comfortable taking ownership, making decisions and balancing the needs of clients, financial planners and colleagues.

This is an excellent opportunity for someone looking to take ownership of a team leadership role within a financial planning environment, with the opportunity to make a real difference to the team's performance and development.