Financial Planning Team Leader

Glasgow, hybrid working
Salary up to £38,000 + benefits

Take the next step in your financial planning career within a well established wealth management firm, combining hands on client support with the opportunity to lead and develop a successful support team.

This is an excellent opportunity for an experienced Financial Planning Administrator who enjoys mentoring others while remaining involved in the technical and client-facing aspects of the role.

You'll continue to play an important role supporting Financial Planners and clients, while also helping to maintain high service standards across the administration team. The position offers a blend of technical administration, workflow oversight and team leadership, making it ideal for someone looking to take on greater responsibility without moving away from the work they enjoy.

About the firm

Our client is a well established financial planning business with a strong reputation for delivering high quality advice and exceptional client service.

They have invested heavily in their people, systems and operational infrastructure, creating a supportive environment where employees can build long term careers. The culture is collaborative, professional and focused on delivering excellent outcomes for clients and colleagues alike.

What you'll do

• Provide day to day support to Financial Planners and clients throughout the advice process
• Prepare client meeting packs, reports and supporting documentation
• Manage new business, servicing and review activities across a broad range of financial planning cases
• Liaise with providers, clients and third parties to progress cases efficiently
• Maintain accurate client records and ensure compliance standards are met
• Lead and support a team of Financial Planning Administrators, helping maintain high service standards
• Assist with training, coaching and development of team members
• Monitor workflows and help ensure service level standards are consistently achieved
• Work closely with advisers and colleagues to improve processes and client outcomes

What you'll need

• Experience working within a Financial Planning, Wealth Management or IFA environment
• Strong Financial Planning administration experience supporting advisers or planners
• Good understanding of pensions, investments and financial planning processes
• Previous team leadership, supervisory or mentoring experience

Benefits

• Hybrid working
• Competitive pension scheme
• Life assurance
• Income protection
• Health cash plan
• Employee assistance programme
• Holiday purchase scheme
• Professional study support
• Professional membership funding
• Additional wellbeing and lifestyle benefits

If you're interested, please click Apply now or reach out to Ross Altan at Reed.

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