Team Leader - Wealth Planning experience crucial

Team Leader – Wealth Planning experience crucial.

Location: Shaftesbury (or other office locations)

Hours: 9 am - 5 pmSalary: Up to £35,000 Travel Expenses

Are you an experienced leader within the financial services sector, passionate about developing and coaching teams?

Do you thrive in a hands-on, solution-focused role where you can make a real difference? If you're looking for a new challenge, we have a fantastic opportunity for you to lead a growing, dynamic team!

About the Role:

As a Team Leader, you’ll be responsible for overseeing a team of 7 administrators, with plans to also manage 4 Personal Assistants (PAs). The team is currently in a growth phase, and with many members being relatively new to the industry, your financial services expertise will be vital in coaching and mentoring them.You'll work closely with advisers on complex cases, ensuring work is allocated efficiently and that productivity remains high. But most importantly, you’ll play a key role in shaping and developing the careers of your team members, fostering a collaborative and supportive culture where everyone feels valued.

Why Join This Client?

Our client is a highly respected Wealth Management practice with over 50 professionals across four offices. With a reputation for excellence, they have built a strong presence in their communities, while also offering the resources and stability of a larger organization.As part of a rapidly expanding team, you’ll have access to well-defined processes,

• A Collaborative, Supportive Culture: You’ll be joining a team where coaching, mentoring, and people development are at the heart of everything we do. Our leadership team is passionate about helping everyone see their value and grow.
• Proactive, Not Pushy: We’re looking for someone who’s proactive in finding solutions and rolling up their sleeves to get involved, but also knows how to bring the team along on the journey in a collaborative way.
• Flexibility & Trust: While this is an in-office role, we understand the importance of work-life balance. Our client offers flexibility where needed, trusting team leaders to manage their schedules effectively.
• Growth & Development: With a growing team, you’ll have plenty of opportunities to shape the future of the department and make a significant impact.

Additional Benefits:

• Travel expenses covered (mileage at 45p per mile)
• Flexibility in work hours to help manage traffic or personal commitments
• Be part of a supportive, growth-oriented team

Key Responsibilities:

• Team Leadership: Manage a team of administrators and PAs, providing mentorship and support to help them grow in their roles.
• Coaching & Development: Spend time working closely with the team, understanding their processes, and identifying areas for improvement. Your financial services background will be crucial in helping the team navigate challenges and improve efficiency.
• Collaboration: Work closely with other team leaders and senior management to ensure smooth operations and a unified approach to team development.
• Proactive Problem Solving: A hands-on approach to managing workloads and addressing any issues that arise, ensuring solutions are found efficiently and effectively.
• Conduct Reviews: Lead 1:1 meetings, probation reviews, and performance evaluations to ensure team members are supported and held accountable where necessary.
• Liaise with Advisers: Assist with queries and provide support on more technical cases when needed.
• Travel Flexibility: Be comfortable traveling to any of their 4 office locations as required (mileage and parking expenses covered).

If you’re ready to take the next step in your leadership career and want to be part of a company that values your input and cares about the development of its people, we’d love to hear from you. Apply today to find out more about this exciting opportunity!