At a Glance
- Tasks: Lead a team in delivering exceptional financial planning support and managing complex cases.
- Company: Dynamic financial planning firm with a focus on client experience.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Join a supportive team environment with excellent career advancement potential.
- Why this job: Make a real impact in financial planning while developing your leadership skills.
- Qualifications: Experience in financial planning or related fields, with strong people management skills.
The predicted salary is between 35000 - 40000 £ per year.
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. This includes allocating work, managing performance, and ensuring output is accurate, compliant and delivered within agreed timescales. You’ll act as an 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. We’re particularly interested in candidates who can 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. Base: Shaftesbury (travel to other offices required). Full‑time or part‑time considered.
Technical Team Leader - Financial Planning in Shaftesbury employer: Energy Jobline CVL
As a Technical Team Leader in Financial Planning, you will thrive in a dynamic and supportive environment that prioritises employee growth and development. With a hybrid working model across beautiful locations in Shaftesbury, Corsham, Poole, and Sherborne, you will enjoy a balanced work-life experience while leading a dedicated team to deliver exceptional client support. Our commitment to continuous improvement and operational excellence ensures that you will have the opportunity to make a meaningful impact while advancing your career in a regulated advice setting.
