143 jobs found

Senior Paraplanner Technical Planning Hybrid / Sawbridgeworth Competitive salary and a comprehensive benefits package including exam support Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued cl click apply for full job details

Your new company I am working with a long standing and well established financial planning firm in Chester City Centre to recruit a professional IFA administrator to support with their front of house operation and administration duties to cover a gap in the team! Your new role Working in a small firm, you will be the first point of contact for clients utilising the firm's services. You will provide an exceptional front of house service both in person and via the phone. Supporting a team of financial advisers and paraplanners, you will be supporting with administration for investments and other financial processes. You will be responsible for supporting with the preparation of client packs/bundles, managing client correspondence, as well as basic administration such as photocopying, scanning and email management. You will be providing the initial hospitality for clients coming into the business. What you'll need to succeed Prior experience in a professional services environment is essential for this post in order to hit the ground running. You will be professionally presented, and be prepared to use your welcoming demeanour on a day to day basis! Your administration skills will be utilised daily, and you will be comfortable navigating various systems with experience in Wrap Platforms being an advantage! Used to working with discretion, and using your initiative, you will adapt to this busy environment with ease! This is a full time role Monday - Friday, working 9am - 5pm working fully on site in Chester City Centre, so the ability to work in office full time is essential. Please note, parking is limited in this location. What you'll get in return You will have an ongoing temporary role until October 2026, working full time hours Monday to Friday! You will have an hourly rate of 13.38ph + a holiday roll up! You will work in an excellent city centre location! Immediate start available. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Remote Paraplanner - £50,000 - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Paraplanner based in the South East (London or reasonable commutable distance to London). Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, with expectation to be in London twice a month for team meetings. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £50,000 (slight flexibility for someone Chartered) 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Paraplanner looking for more autonomy and flexibility, please apply now.

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details

Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED

Paraplanner Location :Wetherby, West Yorkshire Salary : 35,000 - 45,000 Per Annum (DOE) Experience : Minimum 18 Months Paraplanning Experience The Opportunity: We are looking for a motivated and technically capable Paraplanner to join our growing team in Wetherby. This is an excellent opportunity for an experienced professional who is passionate about financial planning and is keen to continue developing their career within a supportive and collaborative environment. Working closely with our Financial Planners, you will provide high-quality technical support through research, analysis and report writing, helping to deliver exceptional outcomes for our clients. Key Responsibilities: Prepare comprehensive Financial Plans and Suitability Reports. Conduct technical research and analysis to support financial planning recommendations. Prepare and collate all documentation required to support product and provider recommendations. Attend client meetings where required, taking accurate notes and following up on agreed actions. Manage your own workload effectively, ensuring deadlines are consistently met. Ensure all work complies with regulatory requirements, internal procedures and quality standards. Act as a technical point of contact for clients, advisers and external providers, responding to queries in a professional and timely manner. Build and maintain positive working relationships with clients, advisers and colleagues. About You To be successful in this role, you will need: A minimum of 18 months' experience in a Paraplanner (or similar) role. Diploma in Regulated Financial Planning (Level 4) or higher. A genuine ambition to progress towards Chartered Financial Planner status. Strong technical knowledge across all areas of financial planning, with particular expertise in pensions. Experience writing suitability reports and carrying out investment and product research. A solid understanding of the financial planning process and regulatory compliance requirements. Experience supporting high-net-worth clients. Excellent organisational skills with the ability to manage multiple priorities. Strong communication skills and the confidence to liaise with clients, providers and colleagues. High levels of integrity, professionalism and attention to detail. Experience using financial planning software, cashflow modelling tools and back-office systems. The ability to work independently while also contributing positively as part of a team. Qualifications: Level 4 Regulated Financial Planning Diploma GCSEs (or equivalent) in English and Maths. Benefits: Competitive salary of 35,000- 45,000, depending on experience. Life insurance. Private medical insurance and healthcare scheme. Ongoing professional development, including financial support and study leave for qualifications. Flexible working arrangements. Free on-site parking. If you're looking to join a forward-thinking financial planning firm that values technical excellence, professional development and outstanding client service, we'd love to hear from you or feel to contact directly with your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Technical Assistant (Paraplanner) Location : Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish) Department: Paraplanning Salary: Competitive, based on experience Combine technical expertise with client relationships in a role that puts you at the heart of the financial planning journey. Shape the Future of Financial Planning with Radiant Are you an experienced Paraplanner looking for a more varied role that combines technical expertise with direct client involvement? At Radiant Financial Planning, we're looking for a Technical Assistant to work closely alongside a dedicated Financial Planner, helping to deliver exceptional financial planning experiences for clients. This is a fantastic opportunity for someone who enjoys both the analytical side of financial planning and the people-focused aspects of building strong professional relationships. You'll play a pivotal role throughout the client journey from gathering information and supporting meetings to conducting research, preparing recommendations, and helping an adviser stay organised and focused on delivering outstanding advice. This is more than a technical support role it's an opportunity to become a trusted partner to a Financial Planner, gain greater client exposure, and further develop your career within a supportive and forward-thinking business. Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work-life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working, with only one day a week in the office required. Generous holiday package: 28 days annual leave + bank holidays, plus your birthday off. Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions. Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts. Professional growth: Ongoing training and career development through the Radiant Academy. Friendly team culture: Join a collaborative, approachable group of professionals who value both excellence and support. What You'll Be Doing Working alongside a dedicated Financial Planner, you'll be a key part of delivering high-quality financial planning advice and exceptional client experiences. You'll: Assist with the preparation and completion of client fact finds and ongoing client reviews. Build strong relationships with clients, acting as a trusted point of contact throughout the advice process. Attend client meetings with the Financial Planner where appropriate, taking notes, capturing actions, and supporting follow-up activity. Liaise with clients, solicitors, accountants, mortgage advisers, and other professional contacts to gather information and progress cases. Help coordinate and organise the Financial Planner's workload, ensuring actions, reviews, and client servicing activities are completed efficiently. Conduct in-depth research across pensions, investments, protection, and holistic financial planning solutions. Build accurate cashflow models to support client recommendations. Draft bespoke suitability reports and recommendation documents. Support with advice implementation, applications, and compliance processes. Ensure all client records and documentation are complete, accurate, and compliant. Uphold FCA standards and embed Consumer Duty principles in every client interaction. What You'll Bring Proven experience as a Paraplanner within financial planning and Level 4 Diploma in Regulated Financial Planning. Strong technical knowledge across pensions, investments, protection, and personal financial planning. Excellent communication skills with confidence interacting directly with clients and professional connections. Strong organisational skills and the ability to manage multiple priorities effectively. Experience writing suitability reports and financial planning recommendations. Confidence using cashflow modelling software, CRM systems, and financial research tools. A proactive, relationship-focused approach with exceptional attention to detail. A desire to continually develop technical knowledge and progress within the financial planning profession. This role is ideal for an experienced Paraplanner who enjoys the technical side of financial planning but would like greater exposure to clients, advisers, and the wider advice process. It's also perfect for someone considering a future career as a Financial Planner and looking to develop their experience through closer involvement in client meetings and adviser support. Apply Now If you're ready to take the next step in your financial planning career combining technical expertise with client interaction, working closely with a Financial Planner, and helping clients achieve their goals we'd love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.

Hybrid (3 days office-based) This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration. Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives. The Opportunity You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients. This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients. Key Responsibilities Analyse complex client information and translate findings into clear, practical financial planning recommendations. Produce high-quality suitability reports and supporting documentation. Conduct cashflow modelling, scenario testing, and financial forecasting. Research products, providers, and planning strategies to support client outcomes. Develop compliant recommendations aligned to client goals and regulatory requirements. Prepare technical documentation and reports to support Financial Planner meetings. Maintain exceptional standards of accuracy, technical quality, and regulatory compliance. About You To be considered, you'll ideally have: Previous experience in a Paraplanning or technical financial planning position. Diploma in Regulated Financial Planning (or equivalent qualification). Strong technical knowledge across pensions, investments, protection, and UK tax planning. Experience producing suitability reports and recommendation documents. Knowledge of financial planning and cashflow modelling software. Excellent analytical and problem-solving abilities. Strong written communication skills with the ability to explain complex concepts clearly. A proactive approach with the ability to manage your own workload while working effectively as part of a wider team. What's on Offer In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded. Benefits include: Minimum 25 days annual leave plus bank holidays. Option to purchase up to 5 additional days holiday. Additional day off for your birthday. Hybrid working arrangement (3 days office-based). Employee Assistance Programme supporting mental, physical, and financial wellbeing. Fully funded professional qualifications and ongoing development. Competitive pension scheme. Access to a range of employee discounts and benefits. If you're a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I'd be keen to discuss the opportunity with you.

My client is a well-established Financial Planning firm with offices based in rural Norfolk. My client can offer an excellent working environment, working in their beautiful purpose-built office building, here you will feel well looked after and valued as part of an established, professional and positive team. My client based on the outskirts of Norwich, have been trading since 2010 and are looking for an experienced Paraplanner to join their friendly group of existing admin support staff. The ideal candidate will have a minimum of two years experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential). Above all else, you will be a great person to work with, a hard worker and a team player. My client offers advice with regard to pensions, SIPPS, Savings, Investments, Protection Plans as well as Trust Planning. Role purpose This is a key role to provide a first-class technical and proactive support service to my clients Advisers. Working closely with the Advisers, Directors and the client services support team you will be responsible for providing technical guidance and technical advice, ensuring that the centralised paraplanning function of the business provides an accurate, timely and compliant service. You will need to enjoy working as part of a busy and successful team and be able to actively contribute towards a common goal. You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others. The minimum qualification for your role is Level 4 Diploma PFS and my client will assist you with financial support for further training and examinations, actively encouraging progression to Chartered status, but you will be expected to take full responsibility for your continuous professional and personal development. Relevant Skills and Knowledge The requisite technical knowledge and qualifications, to meet FCA and company expectations. Detailed knowledge and understanding of compliance procedures and FCA legislation for suitability report provision and record keeping requirements. A high degree of technical product and tax knowledge enabling the most appropriate client solutions. The ability to be able to multi task and juggle a busy workload. General Responsibilities Keep up to date with relevant product, legislative and technical changes. Ensure relevant CPD is maintained and recorded accurately. Promoting the profile of the business within the professional and wider community. Developing and maintaining internal relationships across the business to meet expected business and income targets. Key Responsibilities Fund, market, product, technical and financial research and analysis, at client level and company level, with accurate documentation and follow up Interpreting and analyzing data obtained from Advisers and 3rd parties Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements Independently identifying planning needs Implementing and evidencing clear centralised paraplanning procedures Proficient use of cash flow modeling software Coordinating the Paraplan work log and ensuring work is completed within service standards Communicating with the Advisers regarding their work requests Maintenance and development of compliant client suitability templates and factual technical collateral Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client Coordination of AIS model portfolio solution and follow up with clients and platform providers Coordination of client withdrawal requests with provision of suitability report outlining any risks involved with the withdrawal Coordination of ongoing client assessments of suitability and the drawdown review service Review investment portfolios, performance and asset allocation Carry out due diligence Submitting business and managing the case to completion Effective time and caseload management Managing, recording and monitoring client reviews Assisting with the writing of technical communications for mass communications to clients and professionals Project work, management and coordination Providing technical training to team members Arranging training sessions for the team members Preparation of existing client files for review and managing review requirements to ensure all client files are compliant Preparing for client meetings, attending client meetings with the Advisers, building rapport with the clients, contributing to the meetings, taking accurate minutes and following up with the client Providing technical support to the Advisers and other team members Answering technical client queries Ability to achieve desired outcomes with minimum supervision Updating the company s research file Accurate system updating on IO Competent administration through wrap platforms utilized by the company Benefits Pension (auto-enrolment) 28 days holiday (3 of which are kept aside for the festive period office closure) 4 x Death in Service Full support for relevant Qualifications Discretionary bonus Birthday day off if it falls on a working day Flexible working (start anytime between 8am-9am and finish anytime between 5-6pm) Early finish on a Friday (3pm) Free fruit in the office Flu vaccination voucher

IFA Administrator Location: St Helens Salary: 28,000 - 30,000 + company bonus Hours: Monday to Friday, 9:00am - 5:00pm 25 days holiday + birthday off + bank holidays The Opportunity We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 25 days holiday + birthday off + bank holidays Free car parking Death in service benefit Company pension scheme Clear, supported career progression within financial planning If you are interested in applying then submit your CV by applying online or email (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

JRRL are seeking a Paraplanner with a level 4 financial planning diploma or working towards. If you have prior experience as a Paraplanner, assisting financial advisors and ensuring that financial advice is accurate and beneficial for clients, please apply now! Duties for the Paraplanner: Support the Financial Adviser throughout the client journey. Accurately prepare suitability reports and letters to target deadlines. Ensure all client work is compliant and supported with relevant paperwork. Undertake comparative research in preparation of client recommendations. Understand clients overall financial position from fact finds. Conduct annual reviews in line with SLAs. Person Specification for the Paraplanner: Level 4 Financial Planning Diploma or working towards. Previous experience as a Paraplanner minimum 12 months experience. Strong understanding of financial products and services. Prior experience of managing/supervising people. Strong analytical skills specifically analysing financial records. Salary: £40,000 - £50,000pa (dependant on the level of experience) Hours: Monday to Friday 9am till 5pm (hybrid pattern) This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.

An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a highly respected and growing financial planning business based in Farnham. This role would suit someone with excellent organisational and communication skills who enjoys working in a fast-paced environment, delivering exceptional client service and supporting Financial Advisers throughout the advice process. You ll be joining a collaborative team that values professionalism, continuous improvement and career development. About the Company Over the years, the firm has experienced significant growth through both organic expansion and strategic acquisitions, building a strong reputation for delivering high-quality, personalised financial advice. Today, they advise on billions of pounds of client assets and continue to invest in their people, technology and client experience. The business prides itself on fostering an inclusive and supportive culture where employees are encouraged to develop their skills, contribute ideas and build long-term careers. The Role Delivering an outstanding client experience at every stage of the advice process. Assisting with the onboarding of new clients and servicing existing relationships. Building strong working relationships with clients, advisers and paraplanners. Maintaining accurate client records and managing workflow through the CRM system. Communicating confidently with clients by telephone and email. Supporting the wider team with operational improvements and business projects. Contributing positively to a collaborative and high-performing team environment. About You We re looking for someone who is organised, proactive and committed to delivering excellent service. You will already have experience within a financial planning environment and be keen to continue developing your career. Ideally, you ll have: Experience working within an IFA or wealth management practice. Good knowledge of ISAs, GIAs, pensions and investment bonds. Experience using CRM systems within financial services. Excellent communication and relationship-building skills. Strong organisational skills with great attention to detail. A proactive mindset and willingness to identify and improve existing processes. A genuine commitment to providing exceptional client service. Working Arrangement The business recognises the importance of flexibility and is committed to supporting employees with working arrangements that promote both wellbeing and productivity wherever possible. This is a hybrid position based from the Farnham office, with three days in the office and two days working from home.

Paraplanner Up to £45,000 DOE Hybrid (North West based) We re looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing you ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients. What you ll be doing: Conduct fund/provider research, cashflow modelling, and product comparisons Write detailed reports and build suitability recommendations Provide technical support to Advisers and Sales Support Review work from Paraplanning Administrators and ensure compliance standards are met Help improve processes to drive efficiency across the team What we re looking for: Diploma (Level 4) qualified or working towards it Strong knowledge of financial planning processes and core financial products Excellent attention to detail and ability to challenge recommendations Confident working independently and as part of a team Strong organisational and interpersonal skills This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports , while developing their career within a supportive team.

Client Service Team Leader £35,000 - £40,000 Hybrid Corsham (preferred) / Shaftesbury / Poole / Sherborne A well-established Financial Planning practice is looking to appoint a Client Service Team Leader to oversee its client services and adviser support function across multiple offices. Leading a team of 8-12, you'll ensure advisers have the support they need to deliver an outstanding client experience, overseeing everything from new business and ongoing servicing through to meeting preparation and day-to-day operational delivery. This is a hands-on leadership role where you'll manage workloads, maintain service standards, coach your team, and drive continuous improvement across the department. You'll also work closely with advisers, paraplanners, compliance and senior management to ensure work is delivered accurately, efficiently and in line with FCA requirements. While experience within Financial Planning or Wealth Management would be advantageous, we're equally interested in strong people leaders from other regulated or service-led environments. If you've successfully managed a busy support or operations team, enjoy improving processes and take pride in delivering high-quality client service, we'd love to hear from you. The role Lead and develop a team of 8-12 Client Services Administrators and PAs Oversee adviser support, new business and ongoing client servicing Manage workloads, priorities and service levels across multiple offices Drive process improvements and operational efficiency Produce management information and support performance development through regular 1-2-1s What's on offer £35,000 - £40,000 depending on experience Hybrid working Multi-site role with Corsham as the preferred base Full-time position with some flexibility considered A full UK driving licence is required.