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- Tasks: Lead and develop a team of IFA Administrators and 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 as the business grows.
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. This will not only help you understand the industry better but also allow you to speak confidently about how you can contribute to the team’s success during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience in leadership roles. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your leadership style and experiences in managing teams. Think of specific examples where you've successfully motivated and developed team members, as this will be crucial in demonstrating your fit for the role.
✨Tip Number 4
Showcase your adaptability by being ready to discuss how you've navigated change in previous roles. Highlighting your proactive approach to transformation will resonate well with the hiring team looking for a change-positive mindset.
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 success in managing client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the key responsibilities outlined in the job description, particularly your experience in leading teams and driving operational excellence.
Showcase Your Communication Skills: Since exceptional written and verbal communication abilities are crucial for this role, ensure your application is free from errors and clearly articulates your thoughts. Consider including examples of how you've effectively communicated with stakeholders in previous roles.
Demonstrate Adaptability: Highlight instances where you've successfully navigated change or led a team through transformation. This will show your potential employer that you can thrive in a fast-paced and evolving environment, which is essential for this position.
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 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 during the interview and show that you're well-prepared for the role.
✨Emphasise Adaptability
Given the fast-paced and evolving nature of the role, be ready to discuss how you've successfully navigated change in previous positions. Share examples of how you've led teams through transitions and maintained high operational standards.
✨Prepare for Client Relationship Questions
Since building strong client relationships is a key responsibility, think about how you've managed client interactions in the past. Be prepared to discuss your approach to ensuring outstanding client experiences and maintaining accurate records.
