Client Team Lead — Financial Planning; Hybrid
Job in
Basingstoke, Hampshire County, RG21, England, UK
Listed on 2026-06-23
Listing for:
mbf
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Manager, Wealth Management, Financial Compliance -
Management
Financial Manager, Wealth Management
Job Description & How to Apply Below
mbf is looking for an experienced Team Manager in Basingstoke to lead their Client Experience team comprising Paraplanners and IFA Administrators. This role involves coaching, developing, and overseeing a high-performing team that supports financial planning advisers and enhances client satisfaction.
The ideal candidate will have at least 3 years of experience in financial services, strong leadership skills, and an ability to manage workflows effectively. Competitive salary and hybrid working are offered.
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