Financial Services Team Leader

New Yesterday

Overview

Director/Senior Recruitment Consultant - Financial Services - South West & Wales. Be among the first applicants for this role. The salary is based on skills and experience; discuss with your recruiter for details.

Key responsibilities

  • Lead, coach, and develop a growing team of Paraplanners, conducting regular one-to-ones, appraisals, and performance reviews.
  • Manage team workflow to ensure timescales are met and a consistently high standard of service is delivered.
  • Oversee workload allocation, ensuring resources are optimised across the team.
  • Collaborate with Financial Planners and internal stakeholders to support seamless client delivery.
  • Foster a positive, high-performing culture aligned with company values and regulatory standards.
  • Identify opportunities to improve processes, efficiency, and service levels as the business grows.

What we’re looking for

  • Proven experience in a leadership or managerial role within financial services – ideally within financial planning, paraplanning, or a related environment (pensions, investments, platforms, etc.).
  • Strong people management and coaching skills with the ability to inspire, motivate, and develop individuals.
  • Excellent organisational and prioritisation abilities.
  • Clear and confident communication and stakeholder management skills.
  • A proactive and adaptable approach, with confidence leading a team through change and growth.

What’s on offer?

  • Competitive salary up to £55,000 plus bonus
  • Hybrid working model – typically 2 days in the office per week
  • Generous holiday allowance and a comprehensive benefits package
  • The opportunity to play a key leadership role in a growing, progressive, and award-winning organisation with scope for progression.

Details

  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Management
  • Location: Hybrid (South West & Wales) and Bath, England
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Location:
Bath, England, United Kingdom
Salary:
£80,000 - £100,000
Job Type:
FullTime
Category:
Finance

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