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Permanent

Financial Planning Team Manager

mbf.
Basingstoke
money-bag £38000 Annual
Posted: 24 June 2026 (Today)
Closing date: 24 July 2026
Ref: 3127757968

We''re partnering with a well-established, client-focused financial services organisation who are looking to appoint an experienced Team Manager to lead their Client Experience team - consisting of Paraplanners and IFA Administrators. This is a brilliant opportunity for a confident and people-focused leader to take ownership of a high-performing team that plays a vital role in supporting financial planning advisers and delivering an exceptional end-to-end client experience.You''ll be joining a business that genuinely values service excellence, continuous improvement and developing its people - where your leadership will directly shape how clients experience the organisation every day.The RoleAs Team Manager, you''ll be responsible for leading, coaching and developing a mix team of Paraplanners and IFA Administrators who support advisers and clients across a range of financial planning activities.You''ll ensure the smooth running of daily operations, maintaining high standards across client communication, workflow management and service delivery, while also driving engagement, performance, and continuous improvement within your team.This is a role where you''ll need to balance people leadership with operational oversight - keeping a close eye on SLAs, quality, and capacity while creating a supportive, high-energy team culture.About YouWe''re looking for someone who brings:Minimum 3 years'' experience in a financial planning/wealth or wider financial services environment - ..... full job details .....

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