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- Tasks: Lead and develop a team of financial administrators and paraplanners while ensuring excellent client service.
- Company: Join an award-winning financial services organisation with diverse offerings in financial planning and employee benefits.
- Benefits: Enjoy a competitive salary, hybrid working model, generous holiday allowance, and a strong benefits package.
- Why this job: Be part of a dynamic team in a fast-paced environment, driving operational excellence and client satisfaction.
- Qualifications: Experience in financial planning or related fields, with strong leadership and communication skills required.
- Other info: This role offers flexibility and the chance to lead through exciting transformations as the business grows.
The predicted salary is between 36000 - 54000 £ per year.
Mbf are working with an award-winning, national financial services organisation to recruit an experienced Team Leader. Our client is a multi-faceted business, offering a range of services across financial planning, corporate wealth, and employee benefits. This position will join their growing financial planning division. We are looking for an experienced leader to join a dynamic team and drive operational excellence.
About the Role
As a Team Leader, you will be responsible for motivating, coaching, and developing a team of IFA Administrators and Paraplanners. You'll work closely with financial planners to ensure outstanding client experiences, high operational standards, and team effectiveness. This is a hybrid role, offering a balance of office-based collaboration and remote working flexibility. Importantly, this role sits within a fast-paced and evolving environment, so we are looking for someone who is comfortable with change, adaptable, and confident leading others through periods of transformation as the business continues to grow and enhance its proposition.
Key Responsibilities
- Lead and develop a team of Client Administrators & Paraplanners, conducting appraisals, 1:1s, and training sessions.
- Provide expert guidance on technical and process matters while acting as the go-to person for team support.
- Build strong client relationships through regular contact and ensure accurate client records and documentation.
- Collaborate with financial planners and paraplanners to support suitability reports and pipeline management.
- Promote a culture of service excellence and ensure compliance with regulatory standards.
What We’re Looking For
- Ideally, you will have previous experience in a similar role within financial planning. However, the client will also consider experienced Team Leaders/Managers from broader financial services backgrounds such as pensions, investments, platforms, or mortgages.
- Proven ability to manage, mentor, and develop a team.
- Excellent organisational and prioritisation skills.
- Exceptional written and verbal communication abilities.
- Stakeholder management and positive influencing skills.
- A commitment to delivering outstanding client service.
- A proactive, change-positive mindset with the ability to lead confidently in a transforming environment.
What’s on Offer?
Competitive salary up to £45,000 plus bonus. Hybrid working model for enhanced work-life balance - 2 days in the office. Generous holiday allowance and strong overall benefits package.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Leader - Financial Planning
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and services. This will not only help you understand the industry better but also allow you to speak confidently about how you can contribute to the team's success during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those in leadership roles. Engaging with them on platforms like LinkedIn can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your leadership style and experiences in detail. Think of specific examples where you've successfully led a team through change or improved operational efficiency, as these will resonate well with the hiring managers.
✨Tip Number 4
Showcase your adaptability by being ready to discuss how you've handled challenges in fast-paced environments. Highlighting your proactive approach to change will demonstrate that you're the right fit for this dynamic role.
We think you need these skills to ace Team Leader - Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and team leadership. Use specific examples that demonstrate your ability to manage and develop teams, as well as your expertise in client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your leadership style. Mention how your previous experiences align with the responsibilities of the Team Leader role and how you can contribute to the company's success.
Highlight Key Skills: In your application, emphasise your organisational skills, communication abilities, and experience in stakeholder management. These are crucial for the role and should be clearly articulated in both your CV and cover letter.
Show Adaptability: Given the fast-paced nature of the role, include examples of how you've successfully led teams through change. This will demonstrate your proactive mindset and ability to thrive in evolving environments.
How to prepare for a job interview at mbf
✨Showcase Your Leadership Skills
As a Team Leader, it's crucial to demonstrate your leadership abilities. Prepare examples of how you've successfully motivated and developed teams in the past. Highlight specific situations where your guidance led to improved performance or client satisfaction.
✨Understand the Financial Planning Landscape
Familiarise yourself with the current trends and challenges in financial planning. Being knowledgeable about the industry will not only impress your interviewers but also show that you're proactive and committed to staying informed.
✨Emphasise Adaptability
Given the fast-paced nature of the role, be ready to discuss how you've navigated change in previous positions. Share examples of how you've led teams through transitions and maintained high operational standards during these times.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving and decision-making skills. Think of scenarios where you had to manage conflicts, improve processes, or enhance client relationships, and be prepared to explain your thought process and outcomes.
