At a Glance
- Tasks: Lead and develop a high-performing team in financial planning, ensuring exceptional client experiences.
- Company: Established financial services organisation focused on client satisfaction and service excellence.
- Benefits: Salary up to £45,000, hybrid working, full benefits package, and discretionary bonus scheme.
- Other info: Opportunity for professional growth and to lead a key operational team.
- Why this job: Shape service delivery and make a real impact in a supportive leadership culture.
- Qualifications: 3+ years in financial services, team leadership experience, and strong communication skills.
The predicted salary is between 45000 - 45000 £ per year.
We’re partnering with a well-established, client-focused financial services organisation who are looking to appoint an experienced Team Manager to lead their Client Experience team - consisting of Paraplanners and IFA Administrators. This is a brilliant opportunity for a confident and people-focused leader to take ownership of a high-performing team that plays a vital role in supporting financial planning advisers and delivering an exceptional end-to-end client experience.
You’ll be joining a business that genuinely values service excellence, continuous improvement and developing its people - where your leadership will directly shape how clients experience the organisation every day.
The Role
As Team Manager, you’ll be responsible for leading, coaching and developing a mix team of Paraplanners and IFA Administrators who support advisers and clients across a range of financial planning activities. You’ll ensure the smooth running of daily operations, maintaining high standards across client communication, workflow management and service delivery, while also driving engagement, performance, and continuous improvement within your team. This is a role where you’ll need to balance people leadership with operational oversight - keeping a close eye on SLAs, quality, and capacity while creating a supportive, high-energy team culture.
About You
We’re looking for someone who brings:
- Minimum 3 years’ experience in a financial planning/wealth or wider financial services environment - within a similar position
- Previous experience leading or supervising a team
- A strong understanding of workflows, SLAs and performance management
- Excellent coaching, communication and organisational skills
- Confidence using CRM and scheduling systems
- A calm, solutions-focused approach to problem solving
- The ability to lead through change while keeping teams engaged and motivated
- A Diploma in Financial Planning (or working towards) would be advantageous, but is not essential.
What’s in It for You
- Salary up to £45,000
- Discretionary bonus scheme
- Hybrid working – 3 days in the office 2 days working from home
- Full company benefits package
- The chance to lead a key operational team within a growing financial planning business
- Genuine opportunity to shape service delivery and make a visible impact
- Supportive leadership culture with a strong focus on development
If you’re a hands-on leader who enjoys improving processes, developing people and delivering exceptional client service within a financial planning environment, this is a fantastic opportunity to step into a visible and influential role.
Financial Planning Team Manager in Hampshire employer: mbf
Join a well-established financial services organisation that prioritises client experience and employee development. As a Financial Planning Team Manager, you'll benefit from a supportive leadership culture, hybrid working arrangements, and a comprehensive benefits package, all while having the opportunity to make a significant impact on service delivery and team performance. This is an excellent employer for those looking to grow in a dynamic environment that values excellence and continuous improvement.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Team Manager in Hampshire
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Team Manager in Hampshire
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
