Technical Team Leader - Financial Planning

Technical Support Team Leader – Financial Planning

Pay: £35,000‑£40,000.

Location:

South West (Hybrid / Multi‑site). Bases:
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 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 ensuring output is accurate, compliant and delivered within agreed timescales. You’ll act as the escalation point for complex cases spanning pensions, investments, protection and estate administration, working closely with advisers and compliance to resolve issues and maintain standards.

A key part of the role is maintaining consistency under pressure – ensuring quality doesn’t slip as volumes fluctuate. You’ll also be expected to identify inefficiencies in process and actively improve how the function operates, not just manage it.

You’ll manage a team of 5‑10, with responsibility for:

• 1‑2‑1s and performance management
• Coaching and development
• Work allocation and workflow oversight
• MI reporting on performance, turnaround times and quality

You’ll report into the Head of Client Experience and Support and work closely with advisers, paraplanners and compliance.

You’ll need experience in financial planning, wealth management or a closely related regulated environment. This could come from technical support, paraplanning or compliance – but you must understand how advice firms operate and how client servicing is delivered end‑to‑end.

You should also bring:

• Experience managing or mentoring people (including 1‑2‑1s)
• Strong technical understanding of pensions, investments, protection and estates
• Confidence handling complex or escalated cases
• Good working knowledge of FCA‑regulated environments
• Strong attention to detail and structured thinking

A background in St. James Place (SJP) environments would be relevant but is not essential.

• £35,000 – £40,000 depending on experience
• Hybrid working with multi‑site coverage
• Preferred base:
  Shaftesbury (travel to other offices required)
• Full‑time or part‑time considered