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- Tasks: Lead and develop a talented team of Paraplanners in financial planning.
- Company: Award-winning financial services organisation with a strong reputation.
- Benefits: Competitive salary, bonus, hybrid working, and generous holiday allowance.
- Why this job: Play a key leadership role in a growing, progressive company.
- Qualifications: Experience in financial services leadership and strong people management skills.
- Other info: Opportunity for career progression in a dynamic environment.
The predicted salary is between 39600 - 66000 £ per year.
Director/Senior Recruitment Consultant – Financial Services – South West & Wales
Mbf are working with an award-winning, national financial services organisation to recruit an experienced Team Leader. Our client is a highly respected, multi-faceted business offering a broad range of services across Financial Planning, Corporate Wealth, and Employee Benefits. This role sits within their growing Financial Planning division and represents an exciting opportunity to lead a talented and expanding team of Paraplanners.
About the Role
This is a managerial position focused on leading and developing a team of Paraplanners. You’ll be responsible for ensuring the delivery of efficient, high-quality support to advisers and clients, maintaining strong performance standards, and promoting a culture of excellence across the team.
While you’ll work closely with senior colleagues – including a technical lead who will handle complex technical matters, your focus will be on people management, workflow oversight, and operational effectiveness.
This hybrid role offers an excellent balance between collaborative office time and the flexibility of remote working.
Key Responsibilities
- Lead, coach, and develop a growing team of Paraplanners, conducting regular one-to-ones, appraisals, and performance reviews.
- Manage team workflow to ensure timescales are met and a consistently high standard of service is delivered.
- Oversee workload allocation, ensuring resources are optimised across the team.
- Collaborate with Financial Planners and internal stakeholders to support seamless client delivery.
- Foster a positive, high-performing culture aligned with company values and regulatory standards.
- Identify opportunities to improve processes, efficiency, and service levels as the business continues to grow.
What We’re Looking For
- Proven experience in a leadership or managerial role within financial services – ideally within financial planning, paraplanning, or a related environment (pensions, investments, platforms, etc.).
- Strong people management and coaching skills, with the ability to inspire, motivate, and develop individuals.
- Excellent organisational and prioritisation abilities.
- Clear and confident communication and stakeholder management skills.
- A proactive and adaptable approach, with confidence leading a team through change and growth.
What’s on Offer?
- Competitive salary up to £55,000 plus bonus
- Hybrid working model – typically 2 days in the office per week
- Generous holiday allowance and a comprehensive benefits package
- The opportunity to play a key leadership role in a growing, progressive, and award-winning organisation with scope for progression.
Location: Gloucester, England, United Kingdom
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Financial Planning Team Leader employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Team Leader
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a great role or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you showcase why you're the perfect fit for leading a team of Paraplanners in their growing Financial Planning division.
✨Tip Number 3
Practice your leadership stories! Be ready to share examples of how you've successfully managed teams, improved processes, or fostered a positive culture. This will demonstrate your capability to inspire and motivate others in a managerial role.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills and aspirations. Plus, it shows you're serious about joining our award-winning organisation.
We think you need these skills to ace Financial Planning Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your leadership experience in financial services and any relevant achievements that showcase your ability to manage a team effectively.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Financial Planning Team Leader role. Share specific examples of how you've led teams, improved processes, or delivered exceptional service in previous roles.
Showcase Your People Skills: Since this role is all about leading and developing a team, make sure to emphasise your people management skills. Talk about how you've inspired and motivated others, and how you handle performance reviews and appraisals.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at mbf
✨Know Your Financial Services Inside Out
Make sure you brush up on the latest trends and regulations in financial planning and paraplanning. Being able to discuss current market conditions or recent changes in legislation will show that you're not just a leader, but also a knowledgeable expert in your field.
✨Showcase Your People Management Skills
Prepare examples of how you've successfully led teams in the past. Think about specific situations where you inspired, motivated, or developed team members. This will help demonstrate your ability to foster a positive culture and manage performance effectively.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you prioritise tasks and manage workflows. You might want to share a time when you optimised resources or improved processes within a team. This will highlight your capability to ensure high-quality service delivery.
✨Engage with Stakeholders
Practice how you would communicate with various stakeholders, including Financial Planners and clients. Prepare to discuss how you would handle collaboration and ensure seamless client delivery, as this is crucial for the role.
