Full job descriptionClient Services Team Leader
Location: Corsham
(Dorset/ Wiltshire multi office business – this role can be based from one of the firm’s 3 offices with travel to another office once per week)
Hybrid Working: 1 day per week from home
Salary: £33,000 – £40,000 (depending on experience)
Ready to lead a team that sits at the heart of the client journey?
Are you an experienced Financial Planning Administrator or Client Services professional who enjoys developing people just as much as delivering an outstanding client experience?
Perhaps you’re already leading a small team, or maybe you’re the go-to person in your department who naturally supports colleagues, manages workloads and enjoys improving processes.
If so, this could be the perfect next step.
About the Company
We’re working with an established Wealth Planning firm with multiple offices across the South of England.
With continued growth comes the opportunity to appoint a Client Services Team Leader to oversee one of the firm’s most important operational teams.
This is a business that believes exceptional client outcomes begin with exceptional support behind the scenes. You’ll play a key role in ensuring clients receive a seamless experience while helping develop and mentor a talented administration team.
You’ll report directly into the Operations Director, working closely together to continually improve processes, develop the team and maintain the high service standards the business is known for.
The role can be based from any of the firm’s regional offices, with travel to another office approximately once per week. Mileage is paid, and you’ll also have the flexibility to work from home one day each week.
The Role
This is a varied leadership role where you’ll combine people management, workflow coordination and operational oversight, ensuring the Client Services Team delivers an exceptional experience to both advisers and clients.
You’ll lead a team responsible for supporting advisers throughout the client journey, ensuring administration is completed accurately, efficiently and compliantly
Key Responsibilities
*Lead, mentor and support a team of Client Services professionals.
*Manage workflow allocation across the team
*Conduct regular one-to-one meetings
*Act as the first point of contact for team queries, providing day-to-day guidance and support.
*Work closely with the Operations Director to review processes and identify opportunities for continuous improvement.
*Monitor workloads, priorities and team capacity, ensuring deadlines are met.
*Help foster a positive, collaborative culture where people feel supported and motivated.
What We’re Looking For
*Previous experience within Financial Planning, Wealth Management or another FCA-regulated financial services environment.
*Experience leading, mentoring or supervising a team, or someone ready to take their first formal step into leadership.
*Strong understanding of the client journey within a financial planning business.
*Proactive, solution-focused mindset.
*Calm under pressure with the resilience to manage changing priorities.
*Excellent communication skills and the confidence to work with stakeholders across the business.
What’s on Offer
*£33,000 – £40,000 salary depending on experience.
*Private healthcare through Vitality.
*Full support towards further professional qualifications, including salary increases for exams passed.
*Paid study support, exams and study materials.
*Mileage paid for travel between offices.
*One day per week working from home.
*Opportunity to be based from any of the firm’s regional offices.
*A supportive leadership team that genuinely invests in its people.
*Excellent long-term career progression within a growing financial planning business.
If you’re looking to combine your financial planning experience with a leadership role where you can make a genuine impact on both people and the client experience, we’d love to hear from you.