Financial Planning Team Leader in Fareham
Posted by Dynamite Recruitment
£42,000 – £48,000 a year
Fareham · Permanent
Working closely with the Operations Director, you will help develop the team, improve processes and ensure both teams operate effectively, with clear priorities and consistent working practices.
Key Responsibilities
- Oversee the day-to-day running of the Administration and paraplanning teams.
- Allocate work, manage workloads and ensure deadlines and service standards are met.
- Monitor outstanding cases, identify backlogs and reprioritise work where necessary.
- Provide guidance, coaching and support to colleagues, helping with training and development.
- Hold regular team catch-ups and one-to-one meetings to review progress and performance.
- Identify opportunities to improve workflows, efficiency and accuracy.
- Provide regular updates to the Operations Director on team performance, workloads and capacity.
- Provide hands-on support with client administration and more complex cases where required.
- Strong experience in financial planning administration, paraplanning or client servicing within financial services.
- A good understanding of financial planning processes and the roles of administration and paraplanning teams.
- Strong attention to detail and a commitment to high standards of client service.
- Confident communication skills and the ability to provide constructive feedback.
- A supportive leadership style, with the confidence to set expectations and hold colleagues accountable.
This is an excellent opportunity for someone looking to take ownership of a team leadership role within a financial planning environment, with the opportunity to make a real difference to the team's performance and development.
For more information please apply or contact Tegan at Dynamite Recruitment
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