At a Glance
- Tasks: Lead a dynamic team in delivering exceptional financial planning support and client experiences.
- Company: Join a forward-thinking financial planning firm with a focus on client satisfaction.
- Benefits: Competitive salary, hybrid working, and opportunities for personal and professional growth.
- Other info: Flexible working options available; perfect for balancing studies and work.
- Why this job: Make a real difference in clients' lives while developing your leadership skills.
- Qualifications: Experience in financial planning or related fields, with strong people management skills.
Technical Support Team Leader - Financial Planning £35,000 - £40,000 | South West (Hybrid / Multi-site) Shaftesbury / Corsham / Poole / Sherborne
In financial planning, client experience is only as strong as the support behind it. Annual reviews, bereavement cases, and technical queries don’t resolve themselves - they depend on accurate, timely and consistent delivery from a capable support function. This role sits at the centre of that operation. You’ll lead the teams responsible for annual reviews, bereavement administration and technical support for advisers and clients. It’s a blend of people leadership, technical oversight and operational control across a regulated advice environment.
What you’ll be doing
You’ll take ownership of day-to-day delivery across three core areas: annual review production, bereavement case management, and technical adviser support. That includes allocating work, managing performance, and ensuring output is accurate, compliant and delivered within agreed timescales. You’ll act as escalation point for complex cases spanning pensions, investments, protection and estate administration, working closely with advisers and compliance to resolve issues and maintain standards. A key part of the role is maintaining consistency under pressure - ensuring quality doesn’t slip as volumes fluctuate. You’ll also be expected to identify inefficiencies in process and actively improve how the function operates, not just manage it.
Leadership scope
You’ll manage a team of 5-10, with responsibility for:
- 1-2-1s and performance management
- Coaching and development
- Work allocation and workflow oversight
- MI reporting on performance, turnaround times and quality
You’ll report into the Head of Client Experience and Support and work closely with advisers, paraplanners and compliance.
What we’re looking for
You’ll need experience in financial planning, wealth management or a closely related regulated environment. This could come from technical support, paraplanning or compliance - but you must understand how advice firms operate and how client servicing is delivered end-to-end. You should also bring:
- Experience managing or mentoring people (including 1-2-1s)
- Strong technical understanding of pensions, investments, protection and estates
- Confidence handling complex or escalated cases
- Good working knowledge of FCA-regulated environments
- Strong attention to detail and structured thinking
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 with multi-site coverage. Preferred base: Shaftesbury (travel to other offices required). Full-time or part-time considered.
Technical Team Leader - Financial Planning in Shaftesbury employer: Ellis James Partners Ltd
As a Technical Team Leader in Financial Planning, you will thrive in a dynamic and supportive work culture that prioritises employee development and well-being. With hybrid working options across beautiful locations in the South West, including Shaftesbury and Poole, you will enjoy a balanced work-life environment while leading a dedicated team to deliver exceptional client support. Our commitment to continuous improvement and operational excellence ensures that you will have ample opportunities for professional growth and to make a meaningful impact in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Team Leader - Financial Planning in Shaftesbury
✨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 technical support and team leadership. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience with complex cases and team management.
✨Tip Number 3
Showcase your leadership skills! During interviews, share specific examples of how you've managed teams or improved processes in previous roles. This will demonstrate your ability to handle the responsibilities of a Technical Team Leader.
✨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 about their job search!
We think you need these skills to ace Technical Team Leader - Financial Planning in Shaftesbury
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Technical Team Leader. Highlight your experience in financial planning and any leadership roles you've held. We want to see how your background aligns with our needs!
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 skills can help us improve client experiences. Keep it engaging and relevant to the job description.
Showcase Your Technical Skills:Since this role involves technical oversight, be sure to mention your understanding of pensions, investments, and compliance. We’re looking for someone who can handle complex cases, so don’t hold back on your expertise!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get the best chance to showcase your talents. Let’s make it happen!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of financial planning, especially around pensions, investments, and protection. Be ready to discuss how these areas interact with client servicing and the importance of accuracy in support functions.
✨Show Off Your Leadership Skills
Prepare examples of how you've managed or mentored teams in the past. Highlight your experience with 1-2-1s and performance management, as this role is all about leading a team effectively under pressure.
✨Be Ready for Complex Cases
Think of some challenging cases you've handled before and how you resolved them. This will demonstrate your confidence in dealing with escalated issues and your ability to maintain quality standards even when things get hectic.
✨Identify Process Improvements
Come prepared with ideas on how to improve operational efficiency within a support function. Showing that you can not only manage but also enhance processes will set you apart from other candidates.
