Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead and develop a team of Client Administrators & Paraplanners while ensuring excellent client experiences.
- Company: Join an award-winning financial services organisation with diverse offerings in financial planning and employee benefits.
- Benefits: Enjoy a competitive salary, hybrid working model, generous holiday allowance, and strong benefits package.
- Why this job: Be part of a dynamic team in a fast-paced environment, driving operational excellence and positive change.
- Qualifications: Experience in financial planning or related fields, with strong leadership and communication skills required.
- Other info: This role offers flexibility and the chance to lead through transformation in a growing business.
The predicted salary is between 36000 - 54000 £ per year.
Mbf are working with an award-winning, national financial services organisation to recruit an experienced Team Leader. Our client is a multi-faceted business, offering a range of services across financial planning, corporate wealth, and employee benefits. This position will join their growing financial planning division. We are looking for an experienced leader to join a dynamic team and drive operational excellence.
About the Role
As a Team Leader, you will be responsible for motivating, coaching, and developing a team of IFA Administrators and Paraplanners. You'll work closely with financial planners to ensure outstanding client experiences, high operational standards, and team effectiveness. This is a hybrid role, offering a balance of office-based collaboration and remote working flexibility. Importantly, this role sits within a fast-paced and evolving environment, so we are looking for someone who is comfortable with change, adaptable, and confident leading others through periods of transformation as the business continues to grow and enhance its proposition.
Key Responsibilities
- Lead and develop a team of Client Administrators & Paraplanners, conducting appraisals, 1:1s, and training sessions.
- Provide expert guidance on technical and process matters while acting as the go-to person for team support.
- Build strong client relationships through regular contact and ensure accurate client records and documentation.
- Collaborate with financial planners and paraplanners to support suitability reports and pipeline management.
- Promote a culture of service excellence and ensure compliance with regulatory standards.
What We’re Looking For
- Ideally, you will have previous experience in a similar role within financial planning. However, the client will also consider experienced Team Leaders/Managers from broader financial services backgrounds such as pensions, investments, platforms, or mortgages.
- Proven ability to manage, mentor, and develop a team.
- Excellent organisational and prioritisation skills.
- Exceptional written and verbal communication abilities.
- Stakeholder management and positive influencing skills.
- A commitment to delivering outstanding client service.
- A proactive, change-positive mindset with the ability to lead confidently in a transforming environment.
What’s on Offer?
Competitive salary up to £45,000 plus bonus. Hybrid working model for enhanced work-life balance - 2 days in the office. Generous holiday allowance and strong overall benefits package.
Team Leader - Financial Planning employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Leader - Financial Planning
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and services. Being knowledgeable about current market conditions and regulatory changes will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who have experience in team leadership roles. Engaging with others can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in the past. Think of specific examples where you've motivated or developed team members, as this will resonate well with the hiring managers.
✨Tip Number 4
Showcase your adaptability and change management skills. Given that the role involves leading through transformation, be ready to share experiences where you've successfully navigated change and how you supported your team during those times.
We think you need these skills to ace Team Leader - Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and team leadership. Use specific examples that demonstrate your ability to manage and develop a team, as well as your expertise in client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your leadership style. Mention how your previous experiences align with the responsibilities of the Team Leader role and how you can contribute to operational excellence.
Highlight Adaptability: In your application, emphasise your ability to thrive in fast-paced environments and your comfort with change. Provide examples of how you've successfully led teams through transitions or transformations in the past.
Showcase Communication Skills: Since exceptional communication is key for this role, ensure your application reflects your written and verbal communication abilities. Use clear and concise language, and consider including examples of successful stakeholder management.
How to prepare for a job interview at mbf
✨Showcase Your Leadership Skills
As a Team Leader, it's crucial to demonstrate your ability to motivate and develop a team. Prepare examples of how you've successfully led teams in the past, focusing on your coaching techniques and how you’ve driven operational excellence.
✨Understand the Financial Planning Landscape
Familiarise yourself with the key aspects of financial planning, corporate wealth, and employee benefits. Being knowledgeable about these areas will help you engage in meaningful discussions and show that you're well-prepared for the role.
✨Emphasise Adaptability
This role requires someone who is comfortable with change. Be ready to discuss instances where you've successfully navigated transformations in your previous roles, highlighting your proactive approach and confidence in leading others through change.
✨Prepare for Client Relationship Management
Since building strong client relationships is essential, think of examples where you've maintained or improved client satisfaction. Discuss your strategies for ensuring accurate documentation and compliance with regulatory standards.
