Financial Services Team Leader
Location: Bath/ Gloucester/Nottingham or Chelmsford
Salary: GBP48,000
Reference: 9886
A leading financial planning firm in Bath is seeking a Financial Services Team Leader to manage and support a growing paraplanning team. We are looking for someone to be based in one of the above locations with some travel (once a quarter to the other areas - expenses covered)
This is an exciting opportunity for an experienced people manager with a background in financial services to take on a leadership role within a collaborative and professional environment. While you won't be directly undertaking paraplanning, you'll be instrumental in driving performance, supporting development, and ensuring smooth day-to-day operations.
Key Responsibilities
* Lead, mentor, and develop a team of paraplanners to achieve business goals
* Oversee workflow management and ensure deadlines are met
* Implement best practice processes to improve efficiency and client service
* Act as a key point of contact between paraplanners, advisers, and wider business teams
* Conduct regular performance reviews and support professional development
* Foster a positive and collaborative working culture
About You
* Strong management and leadership experience within financial services
* Proven track record of developing and motivating teams
* Excellent communication and organisational skills
* Commercially aware with a focus on efficiency and client service
* Ability to build strong relationships across the business
* Full driving license
(Level 4 Diploma in Financial Planning is not required for this role, as you will not be undertaking paraplanning duties directly.)
Package & Benefits
* Salary up to GBP48,000 depending on experience
* Flexible working options
* Generous holiday allowance plus bank holidays
* Pension & benefits package
* Professional development and career progression opportunities
How to Apply
If you have strong leadership skills, a background in financial services, and are passionate about developing people, we'd love to hear from you. Apply now with your CV outlining your experience and suitability.
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