Financial Planning Team Lead - Hybrid (3 days in-office) in Basingstoke

Financial Planning Team Lead - Hybrid (3 days in-office) in Basingstoke

Basingstoke Full-Time 60000 - 80000 £ / year (est.) No working from home possible
Eden Rose

At a Glance

  • Tasks: Lead a hybrid team to deliver exceptional client experiences and ensure compliance.
  • Company: Eden Rose, a dynamic company in Basingstoke with a focus on high performance.
  • Benefits: Competitive salary up to £45k, 25 days holiday, and health insurance.
  • Other info: Enjoy a great work-life balance with a supportive team culture.
  • Why this job: Make a real impact by leading a team and enhancing client journeys.
  • Qualifications: Experience in financial planning and strong leadership skills.

The predicted salary is between 60000 - 80000 £ per year.

Eden Rose, located in Basingstoke, is seeking a Financial Planning Team Manager to lead a hybrid team. This role involves managing Client Experience Specialists and Paraplanners, fostering a culture of high performance. The ideal candidate will ensure quality client service, uphold compliance standards, and champion the client journey.

With a competitive salary of up to £45k, this position offers a great work-life balance, 25 days of holiday, and various benefits including health insurance.

Financial Planning Team Lead - Hybrid (3 days in-office) in Basingstoke employer: Eden Rose

Eden Rose is an exceptional employer that prioritises employee well-being and professional growth, offering a competitive salary and a generous holiday allowance of 25 days. With a hybrid work model based in Basingstoke, employees enjoy a balanced work-life environment while being part of a high-performing team dedicated to delivering outstanding client experiences. The company fosters a supportive culture that encourages development and compliance, making it an ideal place for those seeking meaningful and rewarding employment.

Eden Rose

Contact Details:

Eden Rose Recruitment Team

We think you need these skills to ace Financial Planning Team Lead - Hybrid (3 days in-office) in Basingstoke

Team Leadership
Client Service Management
Compliance Standards
Performance Management
Client Journey Advocacy
Communication Skills
Problem-Solving Skills