Client Support Team Leader - Financial Planning
Posted on Jun 1, 2026 by CV-Library
Corsham, Wiltshire, United Kingdom
Accountancy
Immediate Start
£35k - £40k Annual
Full-Time
Client & Adviser Support Team Leader - Financial Planning
£35,000 - £40,000 | Wealth Management | South West (Hybrid / Multi-site)
Corsham (preferred) / Shaftesbury / Poole / Sherborne
In a wealth management business, adviser capacity is only as strong as the support function behind it.
This role sits at the centre of that delivery model.
You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time.
This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, and service standards are consistently maintained.
What you'll be doing
You'll take ownership of the day-to-day running of the adviser support and financial administration function, ensuring work is appropriately prioritised, allocated, and delivered within agreed service levels.
This includes oversight of all core administration activity such as new business processing, policy servicing, valuations, transfers, withdrawals, and ongoing client maintenance, alongside PA-style support for advisers including diary management, meeting preparation, and follow-up actions.
You'll manage competing priorities across multiple advisers and workstreams, ensuring service levels are maintained even when demand fluctuates, and acting as the escalation point for more complex or time-sensitive issues.
A key part of the role is maintaining quality and regulatory standards across all output, ensuring documentation and processes meet FCA expectations and internal governance requirements.
You'll also play a central role in improving how the function operates - identifying inefficiencies, simplifying workflows, and supporting the rollout of better systems and processes.
Leadership scope
You'll manage a team of 8-12, with responsibility for:
Work allocation and prioritisation
Performance management and 1-2-1s
Coaching and development
MI covering service levels, quality, and capacity
You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners, compliance, and senior leadership.
What we're looking for
You'll likely come from financial planning administration, team lead / deputy, or a structured operational support environment. However, strong transferable experience from other regulated or service-led sectors will also be considered.
Most important is your leadership capability - experience managing or supervising a team, setting expectations, and maintaining accountability in a fast-paced environment.
You should be highly organised, comfortable managing multiple priorities, and confident maintaining standards in a regulated setting. A process-minded approach and a clear focus on continuous improvement will be key.
A background in St. James Place (SJP) environments would be relevant but is not essential.
Practical details
£35,000 - £40,000 depending on experience
Hybrid working across multiple offices
Corsham is the preferred base location, with travel to other offices as required Full-time role with flexibility considered
Full UK driving licence required
£35,000 - £40,000 | Wealth Management | South West (Hybrid / Multi-site)
Corsham (preferred) / Shaftesbury / Poole / Sherborne
In a wealth management business, adviser capacity is only as strong as the support function behind it.
This role sits at the centre of that delivery model.
You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time.
This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, and service standards are consistently maintained.
What you'll be doing
You'll take ownership of the day-to-day running of the adviser support and financial administration function, ensuring work is appropriately prioritised, allocated, and delivered within agreed service levels.
This includes oversight of all core administration activity such as new business processing, policy servicing, valuations, transfers, withdrawals, and ongoing client maintenance, alongside PA-style support for advisers including diary management, meeting preparation, and follow-up actions.
You'll manage competing priorities across multiple advisers and workstreams, ensuring service levels are maintained even when demand fluctuates, and acting as the escalation point for more complex or time-sensitive issues.
A key part of the role is maintaining quality and regulatory standards across all output, ensuring documentation and processes meet FCA expectations and internal governance requirements.
You'll also play a central role in improving how the function operates - identifying inefficiencies, simplifying workflows, and supporting the rollout of better systems and processes.
Leadership scope
You'll manage a team of 8-12, with responsibility for:
Work allocation and prioritisation
Performance management and 1-2-1s
Coaching and development
MI covering service levels, quality, and capacity
You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners, compliance, and senior leadership.
What we're looking for
You'll likely come from financial planning administration, team lead / deputy, or a structured operational support environment. However, strong transferable experience from other regulated or service-led sectors will also be considered.
Most important is your leadership capability - experience managing or supervising a team, setting expectations, and maintaining accountability in a fast-paced environment.
You should be highly organised, comfortable managing multiple priorities, and confident maintaining standards in a regulated setting. A process-minded approach and a clear focus on continuous improvement will be key.
A background in St. James Place (SJP) environments would be relevant but is not essential.
Practical details
£35,000 - £40,000 depending on experience
Hybrid working across multiple offices
Corsham is the preferred base location, with travel to other offices as required Full-time role with flexibility considered
Full UK driving licence required
Reference: 225186100
https://jobs.careeraddict.com/post/113334166
Client Support Team Leader - Financial Planning
Posted on Jun 1, 2026 by CV-Library
Corsham, Wiltshire, United Kingdom
Accountancy
Immediate Start
£35k - £40k Annual
Full-Time
Client & Adviser Support Team Leader - Financial Planning
£35,000 - £40,000 | Wealth Management | South West (Hybrid / Multi-site)
Corsham (preferred) / Shaftesbury / Poole / Sherborne
In a wealth management business, adviser capacity is only as strong as the support function behind it.
This role sits at the centre of that delivery model.
You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time.
This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, and service standards are consistently maintained.
What you'll be doing
You'll take ownership of the day-to-day running of the adviser support and financial administration function, ensuring work is appropriately prioritised, allocated, and delivered within agreed service levels.
This includes oversight of all core administration activity such as new business processing, policy servicing, valuations, transfers, withdrawals, and ongoing client maintenance, alongside PA-style support for advisers including diary management, meeting preparation, and follow-up actions.
You'll manage competing priorities across multiple advisers and workstreams, ensuring service levels are maintained even when demand fluctuates, and acting as the escalation point for more complex or time-sensitive issues.
A key part of the role is maintaining quality and regulatory standards across all output, ensuring documentation and processes meet FCA expectations and internal governance requirements.
You'll also play a central role in improving how the function operates - identifying inefficiencies, simplifying workflows, and supporting the rollout of better systems and processes.
Leadership scope
You'll manage a team of 8-12, with responsibility for:
Work allocation and prioritisation
Performance management and 1-2-1s
Coaching and development
MI covering service levels, quality, and capacity
You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners, compliance, and senior leadership.
What we're looking for
You'll likely come from financial planning administration, team lead / deputy, or a structured operational support environment. However, strong transferable experience from other regulated or service-led sectors will also be considered.
Most important is your leadership capability - experience managing or supervising a team, setting expectations, and maintaining accountability in a fast-paced environment.
You should be highly organised, comfortable managing multiple priorities, and confident maintaining standards in a regulated setting. A process-minded approach and a clear focus on continuous improvement will be key.
A background in St. James Place (SJP) environments would be relevant but is not essential.
Practical details
£35,000 - £40,000 depending on experience
Hybrid working across multiple offices
Corsham is the preferred base location, with travel to other offices as required Full-time role with flexibility considered
Full UK driving licence required
£35,000 - £40,000 | Wealth Management | South West (Hybrid / Multi-site)
Corsham (preferred) / Shaftesbury / Poole / Sherborne
In a wealth management business, adviser capacity is only as strong as the support function behind it.
This role sits at the centre of that delivery model.
You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time.
This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, and service standards are consistently maintained.
What you'll be doing
You'll take ownership of the day-to-day running of the adviser support and financial administration function, ensuring work is appropriately prioritised, allocated, and delivered within agreed service levels.
This includes oversight of all core administration activity such as new business processing, policy servicing, valuations, transfers, withdrawals, and ongoing client maintenance, alongside PA-style support for advisers including diary management, meeting preparation, and follow-up actions.
You'll manage competing priorities across multiple advisers and workstreams, ensuring service levels are maintained even when demand fluctuates, and acting as the escalation point for more complex or time-sensitive issues.
A key part of the role is maintaining quality and regulatory standards across all output, ensuring documentation and processes meet FCA expectations and internal governance requirements.
You'll also play a central role in improving how the function operates - identifying inefficiencies, simplifying workflows, and supporting the rollout of better systems and processes.
Leadership scope
You'll manage a team of 8-12, with responsibility for:
Work allocation and prioritisation
Performance management and 1-2-1s
Coaching and development
MI covering service levels, quality, and capacity
You'll report into the Head of Client Experience and Support and work closely with advisers, paraplanners, compliance, and senior leadership.
What we're looking for
You'll likely come from financial planning administration, team lead / deputy, or a structured operational support environment. However, strong transferable experience from other regulated or service-led sectors will also be considered.
Most important is your leadership capability - experience managing or supervising a team, setting expectations, and maintaining accountability in a fast-paced environment.
You should be highly organised, comfortable managing multiple priorities, and confident maintaining standards in a regulated setting. A process-minded approach and a clear focus on continuous improvement will be key.
A background in St. James Place (SJP) environments would be relevant but is not essential.
Practical details
£35,000 - £40,000 depending on experience
Hybrid working across multiple offices
Corsham is the preferred base location, with travel to other offices as required Full-time role with flexibility considered
Full UK driving licence required
Reference: 225186100
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