Adviser support team leader

Location

Esher

Salary Competitive TypePermanent WorkplaceHybrid Ref88101

Recruiter Managing This Role

Adviser Support Team Leader
Location: Esher High Street
Hybrid Working: 1 day a week from home

Were working with a Financial Planning firm based in state-of-the-art offices in Surrey, who are looking to appoint an Adviser Support Team Leader to manage and develop their growing administration team.

This is a fantastic opportunity for someone with experience in financial planning administration and team management, who is ready to take a hands-on leadership role within a collaborative, high-performing business.

Progression into an Operational or Practice Manager role is available with this company.

Key Responsibilities:

1. Oversee the day-to-day workflow of the Adviser Support (administration) team made up of 4 people

2. Manage workloads, allocate tasks, and ensure smooth and efficient case progression. This includes conducting 1 to 1s, performance reviews, monitoring development and targets, and helping the team meet objectives

3. Autonomy to suggest improvements to internal processes

4. Act as the first point of escalation for any administrative issues or queries

5. Work closely with Financial Advisers and Paraplanners to ensure excellent client outcomes

Why Join?

Youll be part of a close-knit, knowledgeable team that works with high-net-worth individuals, delivering tailored financial advice. This is an opportunity to further your career in a supportive environment with the support of the Managing Director and Operations Consultant to provide you with tools, training.

Benefits:

6. Bespoke office environment including kitchen breakfast bar, pool table, breakout pods, BBQ social area, and landscaped garden

7. Discretionary annual bonus

8. 25 days holiday + bank holidays

9. Matched pension scheme (4%)

10. Private Healthcare

11. 4x Death in Service cover

12. Flexible working hours

13. Free onsite parking

14. Annual salary reviews

Role Requirements

15. Experience working in Financial Planning or Wealth Management in a leadership or supervisory role

16. Strong understanding of financial products, particularly pensions and investments

17. Proven ability to manage and develop a team

18. A proactive, solution-focused mindset

19. Passion for client service and continuous improvement

Ready to take the next step in your career?
Apply today and one of our consultants will be in touch to discuss the opportunity in more detail.