Wealth Planning Team leader

Technical Support Team Leader (Wealth Management) Shaftesbury £33,000 - £40,000 (depending on experience) Full-time, office-based (ad hoc travel across offices required - Corsham/Shaftesbury and Poole)Ready to lead a technical team while staying close to the detail?If you have experience within wealth planning and enjoy both people management and technical oversight, this could be a really strong next step.This role offers the opportunity to lead a key function within a well-established wealth management practice, overseeing both the Annual Review and Bereavement processes across the business.Client OverviewThis is an established wealth management practice with multiple offices across the South, supporting clients through long-term, relationship-led financial planning.The business has a strong operational structure in place, with dedicated teams across paraplanning, client services and technical support. Leadership is collaborative, with Team Leaders working closely together to ensure consistency, quality and ongoing development across departments.This role would suit someone who combines strong technical knowledge with proven experience leading teams, and who is confident managing both processes and people in a busy environment.Role DetailsLeading the Technical Support Team, including Annual Review, Bereavement and PA support functions.Managing a team of approximately 10-15 individuals, including performance reviews, mentoring and development.Overseeing the Annual Review ..... full job details .....