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For Companies At a Glance
- Tasks: Lead and develop a team of financial professionals while ensuring excellent client experiences.
- Company: Join an award-winning financial services organisation with diverse offerings.
- Benefits: Enjoy hybrid working options and a supportive team culture.
- Why this job: Be part of a dynamic environment that values adaptability and growth.
- Qualifications: Experience in leadership and financial planning is essential.
- Other info: This role is perfect for those who thrive in fast-paced settings.
The predicted salary is between 43200 - 72000 £ 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 operational matters.
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 leadership. This will not only help you understand the industry better but also allow you to speak confidently about how you can lead a team effectively in a fast-paced environment.
✨Tip Number 2
Network with professionals in the financial services sector, especially those in leadership roles. Engaging with them can provide insights into the challenges they face and how you can position yourself as a solution-oriented leader.
✨Tip Number 3
Prepare to discuss your experience with change management during interviews. Highlight specific examples where you've successfully led teams through transitions, showcasing your adaptability and leadership skills.
✨Tip Number 4
Research the company’s values and culture. Understanding what they prioritise will help you align your leadership style with their expectations, making you a more attractive candidate for the Team Leader position.
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 motivate and develop a team, as well as your adaptability in fast-paced environments.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your leadership style aligns with their values and how you can contribute to operational excellence within their financial planning division.
Highlight Relevant Skills: Emphasise skills such as coaching, team development, and client relationship management. Mention any experience you have with change management, as this is crucial for the dynamic environment of the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are key in the financial services sector.
How to prepare for a job interview at mbf
✨Showcase Your Leadership Skills
As a Team Leader, it's crucial to demonstrate your leadership abilities. Prepare examples of how you've successfully motivated and developed teams in the past. Highlight specific instances where your guidance led to improved performance or client satisfaction.
✨Understand the Financial Services Landscape
Familiarise yourself with the current trends and challenges in the financial services sector. Being knowledgeable about the industry will not only impress your interviewers but also show that you're proactive and engaged with the field.
✨Emphasise Adaptability
Given the fast-paced nature of the role, be ready to discuss how you've navigated change in previous positions. Share stories that illustrate your ability to adapt and lead others through transitions, ensuring team cohesion and operational excellence.
✨Prepare Questions for the Interviewers
Engage your interviewers by preparing thoughtful questions about the company's culture, team dynamics, and future goals. This shows your genuine interest in the role and helps you assess if the company aligns with your values and career aspirations.
