Adviser Support Team Leader

Adviser Support Team Leader
Location: Esher High Street
Salary: £40,000 – £45,000 depending on experience
Hybrid Working: 1 day a week from home

We’re working with a Financial Planning firm based in state-of-the-art offices in Surrey, who are looking to appoint an Adviser Support Team Leader to manage and develop their growing administration team.

This is a fantastic opportunity for someone with experience in financial planning administration and team management, who is ready to take a hands-on leadership role within a collaborative, high-performing business.

Progression into an Operational or Practice Manager role is available with this company.

Key Responsibilities:

• Oversee the day-to-day workflow of the Adviser Support (administration) team made up of 4 people

• Manage workloads, allocate tasks, and ensure smooth and efficient case progression. This includes conducting 1 to 1s, performance reviews, monitoring development and targets, and helping the team meet objectives

• Autonomy to suggest improvements to internal processes

• Act as the first point of escalation for any administrative issues or queries

• Work closely with Financial Advisers and Paraplanners to ensure excellent client outcomes

Why Join?

You’ll be part of a close-knit, knowledgeable team that works with high-net-worth individuals, delivering tailored financial advice. This is an opportunity to further your career in a supportive environment with the support of the Managing Director and Operations Consultant to provide you with tools, training.

Benefits:

• Bespoke office environment including kitchen breakfast bar, pool table, breakout pods, BBQ social area, and landscaped garden

• Discretionary annual bonus

• 25 days holiday + bank holidays

• Matched pension scheme (4%)

• Private Healthcare

• 4x Death in Service cover

• Flexible working hours

• Free onsite parking

• Annual salary reviews

Role Requirements

• Experience working in Financial Planning or Wealth Management in a leadership or supervisory role

• Strong understanding of financial products, particularly pensions and investments

• Proven ability to manage and develop a team

• A proactive, solution-focused mindset

• Passion for client service and continuous improvement

Ready to take the next step in your career?
Apply today and one of our consultants will be in touch to discuss the opportunity in more detail.