Team Leader - Financial Services

Mbf are working with one of the UKs largest and most successful Financial Planning & Investment Management organisations to recruit an experienced Team Leader/Manager. Our client is a leading name in the market, they have won multiple awards and work at the top end of the industry.

We are looking for a Team Leader to join a dynamic team and drive operational excellence for a fixed-term contract of 18 months

About the Role

As a Team Leader, you will be responsible for motivating, coaching, and developing a team of nine Client Administrators. You'll work closely with financial planners to ensure outstanding client experiences, high operational standards, and team effectiveness. This is a hybrid role, offering a balance of office-based collaboration and remote working flexibility.

Key Responsibilities

• Lead and develop a team of Client Administrators, conducting appraisals, 1:1s, and training sessions.
• Provide expert guidance on technical and process matters while acting as the go-to person for team support.
• Build strong client relationships through regular contact and ensure accurate client records and documentation.
• Collaborate with financial planners and paraplanners to support suitability reports and pipeline management.
• Promote a culture of service excellence and ensure compliance with regulatory standards.
• Identify risks, implement mitigation actions, and report errors or breaches.

What We’re Looking For

• Ideally you will have previous experience within a similar within financial planning. However, the client will also consider experienced Team Leaders/Managers from wider financial services backgrounds such as: pension, investments, platforms, mortgages etc.
• Proven ability to manage, mentor, and develop a team.
• Excellent organisational and prioritisation skills.
• Exceptional written and verbal communication abilities.
• Stakeholder management and positive influencing skills.
• A commitment to delivering outstanding client service.

What’s on offer?

• Competitive salary up to £42,000 plus bonus.
• Hybrid working model for enhanced work-life balance.
• Generous holiday allowance with the option to purchase additional leave.
• Access to private medical insurance, pension contributions, and life assurance.
• Additional benefits such as cycle-to-work schemes, season ticket loans, and eye care support.