https://jobs.co.uk/job/wealth-planning-team-leader-cranleigh-personnel--301896c6-edbf-4359-aeb3-c91d93e78b35 RSS feed for Wealth Planning Team leader at Cranleigh Personnel. en-gb Wed, 22 Jul 2026 22:10:32 GMT https://jobs.co.uk/job/wealth-planning-team-leader-cranleigh-personnel--301896c6-edbf-4359-aeb3-c91d93e78b35 https://jobs.co.uk/job/wealth-planning-team-leader-cranleigh-personnel--301896c6-edbf-4359-aeb3-c91d93e78b35 Tue, 21 Jul 2026 11:52:42 GMT Location: Corsham | Salary: 33000.00-33000.00 Annual | Type: Permanent | Client Services Team LeaderLocation: 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 homeSalary: £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 CompanyWe''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 experie... Permanent