Senior Financial Planning Team Leader - Client Experience

Senior Financial Planning Team Leader - Client Experience

Full-Time On-site
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Financial Divisions in London is seeking a Senior Financial Planning Administrator/Team Leader to support two senior advisers and lead a small client support team. Hybrid London working (2-3 days in office) with a salary up to Β£45,000 plus bonus and excellent benefits.

You will mentor colleagues, own workflows, and drive improvements across the client journey. Ideal candidates will have 4+ years in IFA/Wealth Management, strong knowledge of pensions, investments and protection, and proven

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Senior Financial Planning Team Leader - Client Experience employer: Financial Divisions

As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.

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Contact Details:

Financial Divisions Recruitment Team