Wealth Planning Team leader

Technical Support Team Leader (Wealth Management)

Shaftesbury

£33,000 – £40,000 (depending on experience)

Full-time, office-based (ad hoc travel across offices required - Corsham/Shaftesbury and Poole)

Ready to lead a technical team while staying close to the detail?

If you have experience within wealth planning and enjoy both people management and technical oversight, this could be a really strong next step.

This role offers the opportunity to lead a key function within a well-established wealth management practice, overseeing both the Annual Review and Bereavement processes across the business.

Client Overview

This is an established wealth management practice with multiple offices across the South, supporting clients through long-term, relationship-led financial planning.

The business has a strong operational structure in place, with dedicated teams across paraplanning, client services and technical support. Leadership is collaborative, with Team Leaders working closely together to ensure consistency, quality and ongoing development across departments.

This role would suit someone who combines strong technical knowledge with proven experience leading teams, and who is confident managing both processes and people in a busy environment.

Role Details

• Leading the Technical Support Team, including Annual Review, Bereavement and PA support functions.


• Managing a team of approximately 10–15 individuals, including performance reviews, mentoring and development.


• Overseeing the Annual Review process, ensuring consistency, quality and adherence to service levels.


• Acting as an escalation point for technical queries and process challenges.


• Managing workflow across the team to ensure efficiency and timely delivery.


• Working closely with other Team Leaders across paraplanning and client services to maintain alignment.


• Supporting and improving processes, ensuring a structured and solution-focused approach across the team.

This is a role that requires both technical confidence and resilience, particularly when managing complex cases and stakeholder expectations.

Benefits / Details

• £33,000 – £40,000 salary depending on experience.


• Discretionary quarterly bonus linked to business performance.


• Office-based role with flexibility to be based in any of the firm’s offices.


• Travel across offices required (mileage paid at 45p per mile).


• Vitality private healthcare (benefit in kind).


• Full exam support, including £500 salary increase per exam passed.


• Established leadership structure with support from experienced Team Leaders.

What They’re Looking For

• Strong financial services background with solid technical knowledge.


• Previous experience leading or mentoring a team.


• Confident managing performance, workload and team development.


• Resilient, solutions-focused and comfortable handling challenges.


• Organised, process-driven and able to manage a busy workload.

If you’re looking for a role where you can lead a team, shape processes and stay close to the technical side of financial planning, please apply and we can discuss the opportunity in more detail.

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