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 ensuri...