Join us as a Wealth Planning Team Leader, where you’ll support a team of Wealth Planners and Wealth Managers to deliver thoughtful advice, build good client relationships, and uphold high standards of care. Your focus will be on coaching, supervision, and day‑to‑day guidance—helping your team grow while ensuring clients receive a seamless and supportive experience.
As part of our growing Wealth Management Business, you will support clients with investable assets up to £3 million, helping close the Advice Gap in the UK. You will help your team deliver meaningful advice and build lasting relationships while fostering a culture of integrity, inclusion, and care.
Key Responsibilities
* Coach, supervise, and provide daily guidance to the Wealth Planning team.
* Encourage good practice and ensure that advice meets suitability and regulatory standards.
* Support adviser development through coaching, supervision, and regular feedback.
* Guide daily activity, balance priorities, and uphold regulatory standards.
Qualifications
* A recognised financial planning qualification at RDR Level 4 or above—this is essential.
* Experience supporting financial professionals in a regulated setting, with a good understanding of suitability and responsible business practices.
* People‑first approach, with experience helping others grow and deliver client‑focused advice.
* Strong communication skills that build trust, encourage openness, and support collaboration.
* A clear and organised way of working, with the ability to balance priorities, support team development, and uphold regulatory standards.
Highly Valued Skills
* Experience across financial services, especially in retail regulated products, asset management, and financial planning.
* Familiarity with supporting team growth—welcoming new colleagues and encouraging ongoing learning.
* Understanding of client pipeline management, including prospecting and segmentation.
* Commitment to creating an inclusive, respectful team culture that reflects our values.
* Curiosity and openness to change, with a focus on finding opportunities, removing obstacles, and helping the business evolve.
This role can be based in Ipswich, Cambridge or Norwich.
Purpose of the role
* To manage relationship management initiatives, set strategic direction, and support senior management.
* To develop and implement policies and procedures for relationship management.
* To monitor financial performance, including revenue, profitability, and cost control.
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