Technical Team Leader - Financial Planning

Technical Support Team Leader - Financial Planning £35,000 - £40,000 South West (Hybrid / Multi-site) Shaftesbury / Corsham / Poole / Sherborne In financial planning, client experience is only as strong as the support behind it. Annual reviews, bereavement cases, and technical queries don''t resolve themselves - they depend on accurate, timely and consistent delivery from a capable support function. This role sits at the centre of that operation. You''ll lead the teams responsible for annual reviews, bereavement administration and technical support for advisers and clients. It''s a blend of people leadership, technical oversight and operational control across a regulated advice environment. What you''ll be doing You''ll take ownership of day-to-day delivery across three core areas: annual review production, bereavement case management, and technical adviser support. That includes allocating work, managing performance, and ensuring output is accurate, compliant and delivered within agreed timescales. You''ll act as escalation point for complex cases spanning pensions, investments, protection and estate administration, working closely with advisers and compliance to resolve issues and maintain standards. A key part of the role is maintaining consistency under pressure - ensuring quality doesn''t slip as volumes fluctuate. You''ll also be expected to identify inefficiencies in process and actively improve how the function operates, not just manage it. Leadership scope You''ll ..... full job details .....