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- Tasks: Lead a talented team to enhance client experiences and streamline technical support processes.
- Company: Join Peter Harding Wealth Management, a collaborative and client-focused financial planning firm.
- Benefits: Competitive salary, career development opportunities, and a supportive work culture.
- Other info: Dynamic environment with opportunities for professional growth and influence on business strategy.
- Why this job: Make a real impact on clients while developing your leadership skills in a rewarding role.
- Qualifications: Experience in technical support or compliance, with strong knowledge of financial planning.
The predicted salary is between 36000 - 60000 £ per year.
Do you want a leadership role where your decisions directly improve client experiences and your team thrives under your guidance? Are you ready to take charge of complex cases while shaping processes that make your workday smoother and more rewarding? If so, we have an exciting opportunity for you.
We are looking for a Technical Support Team Leader who wants to lead a talented team, make a real difference for clients, and have a direct impact on how our business delivers technical support with a focus on Consumer Duty outcomes. This is your chance to combine leadership with hands-on expertise in a role that is varied, challenging, and highly rewarding. You will be at the heart of our client experience.
You will manage day-to-day operations while coaching and supporting your team, helping them grow professionally. You will oversee complex cases and processes, ensuring work is accurate, compliant, and delivered efficiently. The result? Happier clients, motivated team members, and a smoother, more streamlined support function.
If you want to lead, develop, and make a tangible difference in a role where your expertise is valued, apply today.
Key Responsibilities:- Lead and develop your team, guiding colleagues in annual reviews, bereavement, and technical support, building their confidence and capabilities through coaching and mentoring.
- Manage workloads and performance, staying on top of priorities, ensuring your team delivers excellent service without unnecessary stress.
- Oversee technical outputs, ensuring reviews and case work are accurate and compliant, giving you pride in the quality and professionalism of your team.
- Support complex cases, acting as a technical escalation point, making you the go-to expert and building your reputation internally.
- Improve processes, streamlining workflows and implementing best practices, meaning your team works smarter and clients benefit from faster, smoother service.
- Collaborate across teams, working with advisers, paraplanners, and compliance, giving you visibility of the wider business and opportunities to influence strategy.
The Company: Peter Harding Wealth Management is committed to delivering exceptional, client-focused financial planning. Our collaborative culture values technical expertise, integrity, and continuous improvement. You will join a supportive team where your input directly impacts client experiences and business success.
The Benefits:- A leadership role with immediate impact on clients and colleagues.
- Opportunities to develop your career while improving team processes.
- A collaborative culture where your input is recognised.
- Experienced in technical support, paraplanning, or compliance within financial planning.
- Strong knowledge of pensions, investments, protection, and estate administration.
- Leadership or mentoring experience, able to guide and develop a team.
- Excellent analytical, organisational, and communication skills.
- FCA regulations and compliance awareness.
Financial Planning Support Team Leader in Corsham employer: Ecruit
Contact Detail:
Ecruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Support Team Leader in Corsham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your leadership experience and technical expertise. Share specific examples of how you've improved processes or supported your team in the past.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire, like Peter Harding Wealth Management, and express your interest in working with them. You never know when an opportunity might arise!
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows you're serious about joining our team and gives us a chance to see your enthusiasm right from the start.
We think you need these skills to ace Financial Planning Support Team Leader in Corsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Planning Support Team Leader role. Highlight your leadership experience and technical expertise in financial planning to show us you’re the right fit.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about leading a team and improving client experiences. Share specific examples of how you've made a difference in previous roles, and don’t forget to mention your knowledge of FCA regulations!
Showcase Your Leadership Style: In your application, let us know how you approach team development and coaching. We want to see your ability to motivate and guide others, so share any relevant experiences that demonstrate your mentoring skills.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Ecruit
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around pensions, investments, and compliance. Being able to discuss these topics confidently will show that you're the right fit for a leadership role.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led a team or mentored colleagues in the past. Highlight specific situations where your guidance made a difference, as this will demonstrate your capability to lead and develop others.
✨Understand the Company Culture
Familiarise yourself with Peter Harding Wealth Management's values and collaborative culture. Be ready to discuss how your personal values align with theirs and how you can contribute to their client-focused approach.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. This shows your genuine interest and helps you understand how you can make an impact. Ask about their processes for improving client experiences or how they support team development.