https://jobs.co.uk/job/client-support-team-leader-financial-planning-ellis-james-partners-ltd--7c33f10d-335e-42ff-acb7-b8eb6d43c2f1 RSS feed for Client Support Team Leader - Financial Planning at Ellis James Partners Ltd. en-gb Wed, 10 Jun 2026 08:59:29 GMT https://jobs.co.uk/job/client-support-team-leader-financial-planning-ellis-james-partners-ltd--7c33f10d-335e-42ff-acb7-b8eb6d43c2f1 https://jobs.co.uk/job/client-support-team-leader-financial-planning-ellis-james-partners-ltd--7c33f10d-335e-42ff-acb7-b8eb6d43c2f1 Mon, 01 Jun 2026 23:00:00 GMT Location: Corsham | Salary: £35000 - £40000/annum | Type: Permanent | Client & Adviser Support Team Leader - Financial Planning £35,000 - £40,000 | Wealth Management | South West (Hybrid / Multi-site) Corsham (preferred) / Shaftesbury / Poole / Sherborne   In a wealth management business, adviser capacity is only as strong as the support function behind it. This role sits at the centre of that delivery model. You''ll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time. This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, and service standards are consistently maintained.   What you''ll be doing You''ll take ownership of the day-to-day running of the adviser support and financial administration function, ensuring work is appropriately prioritise... Permanent