Financial Planning Team Leader

Dynamite Recruitment; Fareham; On-site; GBP 30,000 - 45,000; Full time

Job summary

Dynamite Recruitment in Fareham is seeking an organised Client Support Team Leader to oversee our Client Support and Technical Client Support teams, including financial planning administrators and paraplanners. Working with the Operations Director, you will help develop the team, improve processes and ensure both teams operate effectively with clear priorities.

You will manage workloads, coach colleagues, review performance and drive high standards of client service across the teams, ensuring

Qualifications

• Experience in financial planning administration, paraplanning or client servicing.
• Understanding of financial planning processes and the roles of administration and paraplanning teams.
• Attention to detail and high client service standards.

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

Financial planning

Paraplanning

Client servicing

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.