Client Experience Team Lead β€” Financial Planning (Hybrid) in Basingstoke

Client Experience Team Lead β€” Financial Planning (Hybrid) in Basingstoke

Basingstoke Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
mbf

At a Glance

  • Tasks: Lead and develop a high-performing Client Experience team in financial planning.
  • Company: Join mbf, a leader in financial services with a focus on client satisfaction.
  • Benefits: Enjoy a competitive salary and the flexibility of hybrid working.
  • Other info: Opportunity to coach and inspire a dedicated team in a dynamic environment.
  • Why this job: Make a real difference by enhancing client experiences and supporting advisers.
  • Qualifications: 3+ years in financial services and strong leadership skills required.

The predicted salary is between 40000 - 50000 Β£ per year.

mbf is looking for an experienced Team Manager in Basingstoke to lead their Client Experience team comprising Paraplanners and IFA Administrators. This role involves coaching, developing, and overseeing a high-performing team that supports financial planning advisers and enhances client satisfaction.

The ideal candidate will have at least 3 years of experience in financial services, strong leadership skills, and an ability to manage workflows effectively. Competitive salary and hybrid working are offered.

Client Experience Team Lead β€” Financial Planning (Hybrid) in Basingstoke employer: mbf

At mbf, we pride ourselves on being an exceptional employer that values the growth and development of our employees. Located in Basingstoke, we offer a supportive work culture that encourages collaboration and innovation, alongside competitive salaries and the flexibility of hybrid working. Join us to lead a dedicated team in enhancing client experiences while advancing your career in the financial services sector.

mbf

Contact Details:

mbf Recruitment Team

We think you need these skills to ace Client Experience Team Lead β€” Financial Planning (Hybrid) in Basingstoke

Leadership Skills
Team Management
Coaching
Workflow Management
Client Satisfaction Enhancement
Financial Services Knowledge
Communication Skills