Client Services Team Leader - Salisbury

Element Recruitment is working with a well-established and growing Wealth Management firm to support the search for a Client Support Team Leader.

Offering £35,000 - £40,000 DOE, this is an excellent opportunity for an experienced Financial Planning Administrator, Team Leader, or Client Support Manager looking to take ownership of a key operational function within a professional and client-focused business

You will be responsible for leading and developing the administration team, ensuring advisers receive first-class support while maintaining high standards of service, efficiency, and regulatory compliance. Working closely with Wealth Consultants, Paraplanners, and Compliance teams, you'll play a pivotal role in delivering an exceptional client experience.

The Role

You will oversee the day-to-day management of the Client Support team, ensuring workloads are effectively managed, service standards are maintained, and processes continue to evolve as the business grows.

Key Responsibilities

• Leading, motivating, and developing the Financial Planning Administration and PA Support team
• Allocating workloads, setting priorities, and monitoring performance against agreed service standards
• Conducting regular one-to-ones, coaching sessions, and performance reviews
• Overseeing all aspects of financial planning administration, including new business, transfers, withdrawals, valuations, and policy servicing
• Ensuring advisers are fully supported with diary management, meeting preparation, and follow-up actions
• Acting as an escalation point for complex or urgent administrative queries
• Maintaining accurate file management and record-keeping processes
• Identifying and implementing process improvements to enhance efficiency and service delivery
• Supporting system enhancements and wider business change initiatives
• Producing management information and performance reports for senior stakeholders
• Monitoring KPIs, service levels, accuracy, and team capacity
• Ensuring appropriate team resourcing and operational coverage at all times

About You

• Experience within Financial Planning, Wealth Management, or Independent Financial Advice (IFA)
• Strong understanding of financial planning administration processes
• Excellent stakeholder management and relationship-building skills
• Ability to lead, motivate, and develop a high-performing team
• Experience coaching, mentoring, or supporting junior team members
• Good understanding of FCA regulatory requirements and industry best practice
• Excellent written and verbal communication skills
• Strong organisational skills with the ability to manage multiple priorities
• Analytical mindset with a focus on continuous improvement

Desirable

• Previous Team Leader, Supervisor, or Management experience
• Experience using Financial Planning CRM and back-office systems
• Exposure to process improvement, change projects, or system implementations
• Advanced IT skills, including Excel and Financial Planning software

What's on Offer

• Salary of £35,000 - £40,000 DOE
• 25 days holiday plus bank holidays
• Financial support for financial planning exams
• Quarterly bonus scheme linked to both individual and company performance
• Comprehensive benefits package, including private health cover
• Full-time position (Monday to Friday, 37.5 hours per week), office-based
• Ongoing training and support within a successful and growing firm

A full UK driving licence is required due to travel between office locations across Wiltshire.

If you're an experienced Financial Planning professional with a passion for leadership, client service, and operational excellence, we'd love to hear from you.