At a Glance
- Tasks: Lead a dynamic team providing essential support to financial advisers in a wealth management setting.
- Company: Join a forward-thinking wealth management firm with a focus on client experience.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Enjoy a flexible work environment with excellent career development opportunities.
- Why this job: Make a real impact by enhancing client relationships and improving operational efficiency.
- Qualifications: Leadership experience and strong organisational skills are key; financial services background is a plus.
The predicted salary is between 35000 - 40000 £ per year.
In a wealth management business, adviser capacity is only as strong as the support function behind it. This role sits at the centre of that delivery model. You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time. This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, and service standards are consistently maintained.
What you'll be doing
- Take ownership of the day-to-day running of the adviser support and financial administration function, ensuring work is appropriately prioritised, allocated, and delivered within agreed service levels.
- Oversight of all core administration activity such as new business processing, policy servicing, valuations, transfers, withdrawals, and ongoing client maintenance.
- Provide PA-style support for advisers including diary management, meeting preparation, and follow-up actions.
- Manage competing priorities across multiple advisers and workstreams, ensuring service levels are maintained even when demand fluctuates.
- Act as the escalation point for more complex or time-sensitive issues.
- Maintain quality and regulatory standards across all output, ensuring documentation and processes meet FCA expectations and internal governance requirements.
- Identify inefficiencies, simplify workflows, and support the rollout of better systems and processes.
Leadership scope
- Manage a team of 8-12, with responsibility for work allocation and prioritisation, performance management and 1-2-1s, coaching and development, and MI covering service levels, quality, and capacity.
- Report into the Head of Client Experience and Support and work closely with advisers, paraplanners, compliance, and senior leadership.
What we're looking for
- Experience in financial planning administration, team lead/deputy, or a structured operational support environment.
- Strong transferable experience from other regulated or service-led sectors will also be considered.
- Leadership capability - experience managing or supervising a team, setting expectations, and maintaining accountability in a fast-paced environment.
- Highly organised, comfortable managing multiple priorities, and confident maintaining standards in a regulated setting.
- A process-minded approach and a clear focus on continuous improvement.
- A background in St. James Place (SJP) environments would be relevant but is not essential.
Practical details
- £35,000 - £40,000 depending on experience.
- Hybrid working across multiple offices; Corsham is the preferred base location, with travel to other offices as required.
- Full-time role with flexibility considered.
- Full UK driving licence required.
Client Support Team Leader - Financial Planning employer: Ellis James Partners Limited
As a leading wealth management firm, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to thrive. With a focus on professional development and continuous improvement, our Client Support Team Leader role offers the opportunity to lead a dynamic team while enjoying the benefits of hybrid working across beautiful locations in the South West. Join us to make a meaningful impact in financial planning, where your leadership skills will be valued and your career can flourish.
Contact Details:
Ellis James Partners Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Team Leader - Financial Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to leadership and team management. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience in managing priorities and maintaining service standards.
✨Tip Number 3
Showcase your leadership skills during interviews by sharing specific examples of how you've improved processes or managed a team. We want to hear about your successes in creating a high-performing environment, so be ready to brag a little!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Client Support Team Leader - Financial Planning
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Client Support Team Leader role. Highlight your leadership experience and any relevant operational support roles you've held, as we want to see how you can bring value to our team.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Don’t forget to mention your approach to managing priorities and maintaining service standards, as these are key for us.
Showcase Your Leadership Skills:In both your CV and cover letter, emphasise your leadership capabilities. We’re looking for someone who can manage a team effectively, so share examples of how you've coached or developed others in previous roles.
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 out on any important updates during the process. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Ellis James Partners Limited
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of a Client Support Team Leader in Financial Planning. Familiarise yourself with the key tasks like managing day-to-day operations, prioritising work, and ensuring service levels are met. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be prepared to discuss your leadership style and experiences. Think of specific examples where you've successfully led a team, handled competing priorities, or improved processes. Highlighting your ability to coach and develop others will resonate well with the interviewers.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you'd handle real-life situations in the role. For instance, think about how you would manage a sudden influx of work or resolve a conflict within your team. Practising these scenarios can help you articulate your thought process and decision-making skills during the interview.
✨Emphasise Your Organisational Skills
In a fast-paced environment, being organised is crucial. Be ready to share how you prioritise tasks and manage multiple projects simultaneously. Discuss any tools or methods you use to stay on top of your workload, as this will demonstrate your ability to maintain high standards and efficiency in a regulated setting.
