At a Glance
- Tasks: Lead a dynamic team to support financial advisers and enhance client relationships.
- Company: Join a leading wealth management firm with a focus on teamwork and client success.
- Benefits: Competitive salary, hybrid working, and opportunities for personal development.
- Other info: Flexible working hours and a supportive environment for career growth.
- Why this job: Make a real impact in financial planning while developing your leadership skills.
- Qualifications: Experience in team management and a passion for service excellence.
Client & Adviser Support Team Leader - Financial Planning
£35,000 - £40,000 | Wealth Management | South West (Hybrid / Multi-site) Corsham (preferred) / Shaftesbury / Poole / Sherborne
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
- You’ll 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.
- This includes oversight of all core administration activity such as new business processing, policy servicing, valuations, transfers, withdrawals, and ongoing client maintenance, alongside PA-style support for advisers including diary management, meeting preparation, and follow-up actions.
- You’ll manage competing priorities across multiple advisers and workstreams, ensuring service levels are maintained even when demand fluctuates, and acting as the escalation point for more complex or time-sensitive issues.
- A key part of the role is maintaining quality and regulatory standards across all output, ensuring documentation and processes meet FCA expectations and internal governance requirements.
- You’ll also play a central role in improving how the function operates - identifying inefficiencies, simplifying workflows, and supporting the rollout of better systems and processes.
Leadership scope
- You’ll manage a team of 8-12, with responsibility for:
- Work allocation and prioritisation
- Performance management and 1-2-1s
- Coaching and development
- MI covering service levels, quality, and capacity
You’ll report into the Head of Client Experience and Support and work closely with advisers, paraplanners, compliance, and senior leadership.
What we’re looking for
- You’ll likely come from financial planning administration, team lead / deputy, or a structured operational support environment. However, strong transferable experience from other regulated or service-led sectors will also be considered.
- Most important is your leadership capability - experience managing or supervising a team, setting expectations, and maintaining accountability in a fast-paced environment.
- You should be 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 will be key.
- 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 in Corsham employer: Ellis James Partners Ltd
As a leading wealth management firm, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to excel. 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.
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Team Leader - Financial Planning in Corsham
✨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. Think about how you can showcase your ability to prioritise tasks and maintain service standards, as these are key in this role.
✨Tip Number 3
Don’t forget to research the company culture! Understanding their values and how they operate will help you tailor your responses during interviews and show that you’re a great fit for their team.
✨Tip Number 4
Apply through our website for a smoother process! It’s the best way to ensure your application gets noticed, and you can easily keep track of your progress. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Client Support Team Leader - Financial Planning in Corsham
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. 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 maintaining high service standards and improving processes.
Showcase Your Leadership Skills:In your application, emphasise your experience in managing teams and handling multiple priorities. We’re looking for someone who can lead effectively, so share examples of how you've motivated your team and maintained accountability in a fast-paced environment.
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. Plus, we love seeing candidates who take the initiative!
How to prepare for a job interview at Ellis James Partners Ltd
✨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, how would you manage a sudden influx of work or resolve a conflict within your team? Practising your responses to these scenarios can help you articulate your thought process and problem-solving skills effectively.
✨Emphasise Your Organisational Skills
In a fast-paced environment, being organised is crucial. Be ready to share how you prioritise tasks and maintain high standards under pressure. Discuss any tools or methods you use to stay organised, as this will demonstrate your proactive approach to managing multiple responsibilities.
