Financial Planning Team Manager

Job
90665

Location
Basingstoke

Salary
£40,000 - £45,000 Per Annum

Employment Type

Permanent

Financial Planning Team Manager – Basingstoke – Up To £45k

We are working with an award winning IFA who’s head office is in Leicester, but they are recruiting for their office in Basingstoke. This is a great opportunity for someone who is experienced within a senior administrator/team leader role looking to step up, or an experienced financial services manager looking for a new challenge.

This is a rare opportunity to lead a hybrid team of Client Experience Specialists and Paraplanners, bringing together two vital disciplines under one roof. You’ll be one of two Team Managers jointly responsible for our operational team, working side by side to deliver outstanding client service and technically excellent, compliant advice support.

If you’re a people-first leader who thrives on building high-performing teams, raising standards, and driving improvement, we’d love to hear from you.

• Work-Life Balance: 3 days in the office and 2 days working from home
• Holiday: 25 days per annum plus statutory Bank Holidays
• 4 passion days of leave a year
• Pension: 5% Employee and Employer contributions
• Professional exams paid for
• Death In Service: 4 x salary
• Private Medical Insurance:
  Vitality Healthcare (upon passing probation) with the option to add family members at a supplement

• Leading a hybrid team of Client Experience Specialists and Paraplanners, coaching and developing individuals across both disciplines to reach their full potential.
• Championing the client journey end to end
• Managing capacity, workflow and service levels.
• Upholding quality and compliance, maintaining Right First Time standards, audit-readiness, and adherence to regulatory and Consumer Duty obligations.
• Acting as a senior escalation point for complex queries and complaints, resolving issues swiftly and embedding the learnings.
• Driving continuous improvement.