Wealth Planning Team Lead

Stephen Bell Associates Ltd; Greater London; On-site; GBP 70,000 - 95,000; Full time

Job summary

Stephen Bell Associates Ltd in London seeks an experienced Team Leader / Supervisor to mentor and coach a team of financial planners and advisers, driving high-quality client service and regulatory compliance.

You will lead retirement planning, support advisers in complex cases, and foster development through coaching and CPD-aligned activities within a fast-paced wealth management environment.

Qualifications

• Experience leading a team of financial advisers or planners.
• Strong track record in delivering high-quality financial planning services.
• Experience with retirement planning and pensions transfers.

Responsibilities

• Provide coaching, mentoring, training and leadership to a team of financial planners and advisers.
• Develop revenue and sales performance across the team to deliver client and business results.
• Support advisers with complex planning cases, including retirement income planning.
• Manage workflow to ensure service standards and deadlines are met.
• Ensure compliance with FCA regulations and training/competence standards.
• Conduct observations, file reviews, and one-to-one meetings within agreed timeframes.

Skills

Team leadership

Coaching

Financial planning

FCA regulations

Mentoring

Education

Level 4 Diploma in Regulated Financial Planning

Advanced Diploma in Financial Planning

Job description

Stephen Bell Associates Ltd in London seeks an experienced Team Leader / Supervisor to mentor and coach a team of financial planners and advisers, driving high-quality client service and regulatory compliance.

You will lead retirement planning, support advisers in complex cases, and foster development through coaching and CPD-aligned activities within a fast-paced wealth management environment.