Peter Harding Wealth Management

Technical Support Team Leader- Competitive Salary- Shaftesbury / Corsham / Canford Cliffs / Sherborne/In Office The Role Do you want a leadership role where your decisions directly improve client experiences and your team thrives under your guidance? Are you ready to take charge of complex cases while shaping processes that make your workday smoother and more rewarding? If so, we have an exciting opportunity for you. We re looking for a Technical Support Team Leader who wants to lead a talented team, make a real difference for clients, and have a direct impact on how our business delivers technical support with a focus on Consumer Duty outcomes. This is your chance to combine leadership with hands-on expertise in a role that s varied, challenging, and highly rewarding. You ll be at the heart of our client experience. You ll manage day-to-day operations while coaching and supporting your team, helping them grow professionally. You ll oversee complex cases and processes, ensuring work is accurate, compliant, and delivered efficiently. The result? Happier clients, motivated team members, and a smoother, more streamlined support function. If you want to lead, develop, and make a tangible difference in a role where your expertise is valued, apply today. Key Responsibilities: Lead and develop your team guide colleagues in annual reviews, bereavement, and technical support, building their confidence and capabilities through coaching and mentoring Manage workloads and performance stay on top of priorities, ensuring your team delivers excellent service without unnecessary stress Oversee technical outputs ensure reviews and case work are accurate and compliant, giving you pride in the quality and professionalism of your team Support complex cases act as a technical escalation point, making you the go-to expert and building your reputation internally Improve processes streamline workflows and implement best practices, meaning your team works smarter and clients benefit from faster, smoother service Collaborate across teams work with advisers, paraplanners, and compliance, giving you visibility of the wider business and opportunities to influence strategy The Company Peter Harding Wealth Management is committed to delivering exceptional, client-focused financial planning. Our collaborative culture values technical expertise, integrity, and continuous improvement. You ll join a supportive team where your input directly impacts client experiences and business success. The Benefits A leadership role with immediate impact on clients and colleagues. Opportunities to develop your career while improving team processes. A collaborative culture where your input is recognised. The Person Experienced in technical support, paraplanning, or compliance within financial planning Strong knowledge of pensions, investments, protection, and estate administration Leadership or mentoring experience, able to guide and develop a team Excellent analytical, organisational, and communication skills FCA regulations and compliance awareness

Financial Services Administrator- Competitive Salary- Shaftesbury / Corsham /Canford Cliffs / Sherborne/ In Office The Role Want a role where your work really matters and helps you grow your career in financial services? Do you want to gain hands-on experience in client administration, compliance and adviser support? If so, we have an exciting opportunity for you. We re looking for a Financial Services Administrator to join our team and make an immediate impact. You ll support advisers and paraplanners, ensuring clients get accurate, timely service, while developing valuable skills that can take your career to the next level. Every task you take on will strengthen your knowledge, improve client experiences, and expand your professional expertise. This role gives you the chance to gain hands-on experience with policy processing, FCA-compliant procedures, and client communications, while learning from experienced advisers and paraplanners. Your work will directly improve client satisfaction and team efficiency. If you re a Financial Services Administrator ready to grow your skills, take ownership of your work, and make a real impact, apply today and start building your career with a supportive, professional team. Key Responsibilities: Client & Policy Administration Process applications, policy changes, and transfers accurately manage ongoing client service requests, maintain accurate client records and monitor deadlines to ensure administrative tasks are completed in line with agreed service levels. Adviser Support Respond to routine queries and escalate complex cases and grow problem-solving skills. Compliance & Quality Maintain accurate records and assist with audits, giving you real experience in FCA regulations and best practice standards. Reporting & MI Help produce management reports and support office projects, building skills in reporting, organisation, and process improvement. The Company Peter Harding Wealth Management is committed to delivering exceptional, client-focused financial planning. Our collaborative culture values technical expertise, integrity, and continuous improvement. You ll join a supportive team where your input directly impacts client experiences and business success. The Benefits Develop technical and compliance skills while gaining hands-on experience Supportive team culture with opportunities to learn and progress Play a key role in delivering excellent client experiences The Person Experience in financial services administration or support. Knowledge of pensions, investments, protection, or tax-related administration. Strong organisational skills and attention to detail. Excellent written and verbal communication. Ability to prioritise tasks and manage multiple deadlines.