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
- Location:
- Bath, England, United Kingdom
- Salary:
- £80,000 - £100,000
- Job Type:
- FullTime
- Category:
- Finance
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