Client Support Team Leader - Financial Planning

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, an...