Team Leader - Financial Planning

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

Job summary

A national financial services organization is looking for an experienced Team Leader in Bristol to drive operational excellence within their financial planning division. This hybrid role involves leading a team, ensuring high client standards, and collaborating closely with financial planners. Candidates should have proven leadership skills in financial services, a proactive mindset, and excellent communication abilities.

Benefits

Competitive salary up to £45,000 plus bonus

Hybrid working model for enhanced work-life balance

Generous holiday allowance

Strong overall benefits package

Qualifications

• Experience in a similar role within financial planning or related financial services required.
• Exceptional communication and stakeholder management skills are needed.
• Ability to lead confidently in a transforming environment.

Responsibilities

• Motivate, coach, and develop a team of Client Administrators & Paraplanners.
• Manage client relationships and ensure accurate documentation.
• Promote compliance with regulatory standards and service excellence.

Skills

Team Management

Client Relationship Management

Communication

Organisational Skills

Job description

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Client:

mbf

Location:

bristol, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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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.