Team Leader - Financial Planning

  • Location

    Bournemouth, Dorset

  • Sector:

    Financial Planning, Financial Services

  • Job type:


  • Salary:

    £35000 - £40000 per annum + Excellent Bonus + Benefits

  • Contact:

    Thomas Williams

  • Contact email:

  • Job ref:


  • Published:

    about 2 years ago

  • Expiry date:


  • Startdate:


  • Consultant:


An award winning Financial Planning and Investment Management firm with a national presence are currently in the market to recruit a Team Leader to join their growing team. The organisation have multiple offices across the UK and have an excellent reputation, they are looking to recruit a Team Leader to oversee and manage a team of IFA Sales Support Administrators.

You will be required to lead, oversee and manage the IFA Administrators to ensure a high level of service is being provided to the firms Financial Planners and clients.

The ideal candidate will have experience in a similar position, either working as Senior IFA Administrator, IFA Team Leader or Manager. You should have experience working within Financial Planning/Wealth Management, you will a strong understanding of the market and good technical skills.

This is an excellent opportunity to join a growing, market leading organisation where you can have a long term career. You will be provided with first class training, support for market exams and there will be opportunities to further progress within the company.