Strategic Financial Planning Operations Lead

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

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.