Client Experience Team Lead — Financial Planning (Hybrid)

Company: mbf
Apply for the Client Experience Team Lead — Financial Planning (Hybrid)
Location: Basingstoke
Job Description:

mbf is looking for an experienced Team Manager in Basingstoke to lead their Client Experience team comprising Paraplanners and IFA Administrators. This role involves coaching, developing, and overseeing a high-performing team that supports financial planning advisers and enhances client satisfaction.

The ideal candidate will have at least 3 years of experience in financial services, strong leadership skills, and an ability to manage workflows effectively. Competitive salary and hybrid working are offered.

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Posted: June 23rd, 2026