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Client Experience Team Lead, Financial Planning (Hybrid
Job in
Basingstoke, Hampshire County, RG21, England, UK
Listed on 2026-07-30
Listing for:
mbf
Full Time
position Listed on 2026-07-30
Job specializations:
-
Management
Operations Management, Healthcare Management
Job Description & How to Apply Below
mbf is seeking an experienced Team Manager to lead a Client Experience team of Paraplanners and IFA Administrators in a hybrid setting. You will coach and develop staff, ensure efficient operations and maintain high client service standards across communications and workflows.
The role combines people leadership with operational oversight, balancing SLAs, quality, and capacity while fostering a supportive, high-energy culture that values continuous improvement.
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