At a Glance
- Tasks: Lead a technical support team in wealth management, overseeing key processes and ensuring quality.
- Company: Established wealth management practice with a collaborative leadership culture.
- Benefits: Competitive salary, quarterly bonuses, private healthcare, and full exam support.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Shape processes and lead a team while staying close to the technical side of financial planning.
- Qualifications: Strong financial services background and previous team leadership experience required.
The predicted salary is between 33000 - 40000 £ per year.
Ready to lead a technical team while staying close to the detail? If you have experience within wealth planning and enjoy both people management and technical oversight, this could be a really strong next step. This role offers the opportunity to lead a key function within a well-established wealth management practice, overseeing both the Annual Review and Bereavement processes across the business.
Client Overview
This is an established wealth management practice with multiple offices across the South, supporting clients through long-term, relationship-led financial planning. The business has a strong operational structure in place, with dedicated teams across paraplanning, client services and technical support. Leadership is collaborative, with Team Leaders working closely together to ensure consistency, quality and ongoing development across departments.
Role Details
- Leading the Technical Support Team, including Annual Review, Bereavement and PA support functions.
- Managing a team of approximately 10–15 individuals, including performance reviews, mentoring and development.
- Overseeing the Annual Review process, ensuring consistency, quality and adherence to service levels.
- Acting as an escalation point for technical queries and process challenges.
- Managing workflow across the team to ensure efficiency and timely delivery.
- Working closely with other Team Leaders across paraplanning and client services to maintain alignment.
- Supporting and improving processes, ensuring a structured and solution-focused approach across the team.
This is a role that requires both technical confidence and resilience, particularly when managing complex cases and stakeholder expectations.
Benefits / Details
- £33,000 – £40,000 salary depending on experience.
- Discretionary quarterly bonus linked to business performance.
- Office-based role with flexibility to be based in any of the firm’s offices.
- Travel across offices required (mileage paid at 45p per mile).
- Vitality private healthcare (benefit in kind).
- Full exam support, including £500 salary increase per exam passed.
- Established leadership structure with support from experienced Team Leaders.
What They’re Looking For
- Strong financial services background with solid technical knowledge.
- Previous experience leading or mentoring a team.
- Confident managing performance, workload and team development.
- Resilient, solutions-focused and comfortable handling challenges.
- Organised, process-driven and able to manage a busy workload.
If you’re looking for a role where you can lead a team, shape processes and stay close to the technical side of financial planning, please apply and we can discuss the opportunity in more detail.
Wealth Planning Team leader employer: Cranleigh Personnel
Join a well-established wealth management practice that values collaboration and employee development, offering a supportive work culture where Team Leaders work closely together to ensure quality and consistency. With competitive salaries, discretionary bonuses, and comprehensive exam support, this role not only provides the chance to lead a dedicated technical team but also fosters personal growth in a dynamic environment across multiple locations in the South. Experience the benefits of working in a structured yet flexible setting, where your contributions directly impact client relationships and business success.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planning Team leader
✨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 opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and leadership skills. Think of examples from your past experiences where you've successfully led a team or solved complex problems. This will help you stand out as a strong candidate.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for roles that match your expertise in wealth planning and technical support – we’ve got some great opportunities waiting for you!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It also keeps you fresh in the interviewer's mind, which is always a good thing.
We think you need these skills to ace Wealth Planning Team leader
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your leadership experience and technical knowledge in wealth planning to show us you’re the right fit for the role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about leading a technical team in wealth management. Share specific examples of how you've successfully managed teams and improved processes in the past.
Showcase Your Technical Skills:Since this role requires strong technical knowledge, don’t shy away from detailing your expertise in financial services. Mention any relevant qualifications or experiences that demonstrate your capability in handling complex cases.
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’re considered for this exciting opportunity in our wealth planning team.
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Wealth Planning Inside Out
Make sure you brush up on your technical knowledge related to wealth management. Be prepared to discuss specific processes like the Annual Review and Bereavement procedures, as well as any relevant regulations. This will show that you’re not just a people manager but also someone who understands the nitty-gritty of the role.
✨Showcase Your Leadership Style
Think about your previous experiences leading teams and how you can apply those lessons here. Be ready to share examples of how you've mentored team members or handled performance reviews. This will demonstrate your capability in managing a team of 10-15 individuals effectively.
✨Prepare for Scenario-Based Questions
Expect questions that put you in hypothetical situations, especially around managing complex cases or resolving technical queries. Practise articulating your thought process and solutions clearly, as this will highlight your problem-solving skills and resilience.
✨Align with Their Collaborative Culture
Research the company’s values and their approach to teamwork. During the interview, express your enthusiasm for collaboration and how you’ve successfully worked with other departments in the past. This will resonate well with their emphasis on consistency and quality across teams.
