Element Recruitment is working with a well-established and growing Wealth Management firm to support the search for a Client Support Team Leader.
Offering £35,000 – £40,000 DOE, this is an excellent opportunity for an experienced Financial Planning Administrator, Team Leader, or Client Support Manager looking to take ownership of a key operational function within a professional and client-focused business
You will be responsible for leading and developing the administration team, ensuring advisers receive first-class support while maintaining high standards of service, efficiency, and regulatory compliance. Working closely with Wealth Consultants, Paraplanners, and Compliance teams, you’ll play a pivotal role in delivering an exceptional client experience.
The Role
You will oversee the day-to-day management of the Client Support team, ensuring workloads are effectively managed, service standards are maintained, and processes continue to evolve as the business grows.
Key Responsibilities
- Leading, motivating, and developing the Financial Planning Administration and PA Support team
- Allocating workloads, setting priorities, and monitoring performance against agreed service standards
- Conducting regular one-to-ones, coaching sessions, and performance reviews
- Overseeing all aspects of financial planning administration, including new business, transfers, withdrawals, valuations, and policy servicing
- Ensuring advisers are fully supported with diary management, meeting preparation, and follow-up actions
- Acting as an escalation point for complex or urgent administrative queries
- Maintaining accurate file management and record-keeping processes
- Identifying and implementing process improvements to enhance efficiency and service delivery
- Supporting system enhancements and wider business change initiatives
- Producing management information and performance reports for senior stakeholders
- Monitoring KPIs, service levels, accuracy, and team capacity
- Ensuring appropriate team resourcing and operational coverage at all times
About You
- Experience within Financial Planning, Wealth Management, or Independent Financial Advice (IFA)
- Strong understanding of financial planning administration processes
- Excellent stakeholder management and relationship-building skills
- Ability to lead, motivate, and develop a high-performing team
- Experience coaching, mentoring, or supporting junior team members
- Good understanding of FCA regulatory requirements and industry best practice
- Excellent written and verbal communication skills
- Strong organisational skills with the ability to manage multiple priorities
- Analytical mindset with a focus on continuous improvement
Desirable
- Previous Team Leader, Supervisor, or Management experience
- Experience using Financial Planning CRM and back-office systems
- Exposure to process improvement, change projects, or system implementations
- Advanced IT skills, including Excel and Financial Planning software
What’s on Offer
- Salary of £35,000 – £40,000 DOE
- 25 days holiday plus bank holidays
- Financial support for financial planning exams
- Quarterly bonus scheme linked to both individual and company performance
- Comprehensive benefits package, including private health cover
- Full-time position (Monday to Friday, 37.5 hours per week), office-based
- Ongoing training and support within a successful and growing firm
A full UK driving licence is required due to travel between office locations across Wiltshire.
If you’re an experienced Financial Planning professional with a passion for leadership, client service, and operational excellence, we’d love to hear from you.
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