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- Tasks: Lead a dynamic team in wealth management, managing casework and client feedback.
- Company: Highly regarded wealth management practice in Leeds with ambitious growth plans.
- Benefits: Competitive salary up to £45,000 and opportunities for professional development.
- Other info: Full-time, office-based role with a focus on team development and innovation.
- Why this job: Step into a genuine leadership role and make a real impact in a growing business.
- Qualifications: Proven leadership experience in wealth management or financial planning.
The predicted salary is between 45000 - 45000 £ per year.
I am working exclusively with a highly regarded wealth management practice in Leeds to find an exceptional Team Leader, a newly created role at the heart of a growing, ambitious business that is building for the future. This is not a senior administrator with a leadership title attached. This is a genuine leadership opportunity for someone who is ready to own it.
The Role
You will be the single point of contact for the adviser, the person the whole team flows through. Managing and developing a team of four to five, owning the team inbox, allocating casework, attending client meetings to capture feedback and translating that directly into action. You will also be responsible for mentoring and developing your team, writing annual review letters and working with market leading AI technology as part of the process. The adviser trusts you completely — and you will take that responsibility seriously. Full time, office based in Leeds.
The Person
We are looking for someone who has genuinely led — not just supervised. Someone who has been tested, who has navigated difficult periods and who can speak honestly about what those experiences taught them. Beyond the technical skills we are looking for maturity, calm authority and the kind of person who makes a team around them better. If you have built your career in wealth management or financial planning — within an SJP practice, an IFA firm or a comparable environment — and you are ready to take a genuine leadership step, I would love to hear from you.
What We Are Looking For
- Proven leadership or supervisory experience within wealth management or financial planning
- Strong understanding of the full client journey — from meeting preparation through to submission
- Experience within an SJP practice, IFA firm or comparable wealth management environment
- Someone who leads by example, takes ownership and brings standards with them
Salary expectations in line with a competitive package — up to £45,000 with flexibility for the right person.
How This Works
This role is being handled exclusively by Armitage Search.
Team Leader | Wealth Management Practice | Leeds | Armitage Search & Advisory employer: Armitage Search & Advisory
Contact Detail:
Armitage Search & Advisory Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Leader | Wealth Management Practice | Leeds | Armitage Search & Advisory
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for a Team Leader role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common leadership scenarios. Think about times you've navigated challenges or mentored team members. We want you to showcase your experience and how it aligns with what the employer is looking for.
✨Tip Number 3
Don’t forget to research the company culture! Understanding their values and how they operate will help you tailor your approach during interviews. Show them you’re not just a fit for the role, but for the team too.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so don’t hesitate to reach out if you need any tips or guidance.
We think you need these skills to ace Team Leader | Wealth Management Practice | Leeds | Armitage Search & Advisory
Some tips for your application 🫡
Show Your Leadership Experience: Make sure to highlight your genuine leadership experience in your application. We want to see how you've navigated challenges and what you've learned from those experiences. This is your chance to show us that you’re not just a supervisor but a true leader.
Tailor Your Application: Don’t just send a generic CV and cover letter. Tailor your application to reflect the specific skills and experiences mentioned in the job description. We love seeing candidates who take the time to connect their background with what we’re looking for.
Be Authentic: When writing your application, be yourself! We appreciate honesty and authenticity. Share your journey in wealth management and how it has prepared you for this leadership role. Let your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss any important updates. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at Armitage Search & Advisory
✨Show Your Leadership Experience
Make sure to highlight your genuine leadership experience during the interview. Share specific examples of how you've navigated challenges and led your team through tough times. This will demonstrate your maturity and calm authority, which are key traits for the role.
✨Understand the Client Journey
Brush up on your knowledge of the full client journey in wealth management. Be prepared to discuss how you would manage this process, from meeting preparation to submission. Showing a strong understanding here will set you apart as a candidate who truly gets the role.
✨Prepare for Team Dynamics
Think about how you would mentor and develop your team of four to five. Prepare some strategies or examples of how you've successfully built a cohesive team in the past. This will show that you’re ready to take ownership and lead by example.
✨Familiarise Yourself with AI Technology
Since the role involves working with market-leading AI technology, it’s a good idea to familiarise yourself with relevant tools and how they can enhance the client experience. Being able to discuss this knowledgeably will demonstrate your readiness to embrace innovation in the wealth management space.