Senior Financial Planning Team Leader

Senior Financial Planning Team Leader

Full-Time On-site
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Stephen Bell Associates in London is seeking an experienced Team Leader/Supervisor to mentor and train a team of financial planners and advisers. The role focuses on coaching, performance development and driving revenue for the team while maintaining high service standards.

You will guide advisers through complex retirement planning, ensure FCA compliance, and manage T&C activities under the Training & Competence scheme, working closely with senior leaders.

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Senior Financial Planning Team Leader employer: Stephen Bell Associates Ltd

As a global asset manager, our client offers an exceptional work environment that prioritises employee growth and development. With a strong focus on collaboration and innovation, employees are encouraged to take ownership of their projects while benefiting from a supportive culture that values diverse perspectives. Located in a dynamic financial hub, this role provides unique opportunities to engage with industry leaders and contribute to impactful client reporting initiatives.

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Contact Details:

Stephen Bell Associates Ltd Recruitment Team