Client Support Team Leader - Financial Planning
Location
Corsham, Wiltshire
Job Type
Full-time
Category
other-general
Posted
June 20, 2026
Client & Adviser Support Team Leader - Financial Planning
£35,000 - £40,000 | Wealth Management | South West (Hybrid / Multi-site)
Corsham (preferred) / Shaftesbury / Poole / Sherborne
In a wealth management business, adviser capacity is only as strong as the support function behind it.
This role sits at the centre of that delivery model.
You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time.
This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, an...
£35,000 - £40,000 | Wealth Management | South West (Hybrid / Multi-site)
Corsham (preferred) / Shaftesbury / Poole / Sherborne
In a wealth management business, adviser capacity is only as strong as the support function behind it.
This role sits at the centre of that delivery model.
You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, confident that all servicing, new business, and meeting preparation is being handled accurately, consistently, and on time.
This is a hands-on leadership role combining operational oversight, people management, and service accountability. It is also intentionally open in terms of background - deep financial services experience is not essential. What matters is your ability to run a structured, high-performing support function where accuracy, prioritisation, an...