Lead, Community Management
3 weeks ago
Team Leader – Wealth Planning experience crucial.
Location: Shaftesbury (or other office locations)
Up to £35,000 + Travel Expenses
Are you an experienced leader within the financial services sector, passionate about developing and coaching teams?
If you're looking for a new challenge, we have a fantastic opportunity for you to lead a growing, dynamic team
The team is currently in a growth phase, and with many members being relatively new to the industry, your financial services expertise will be vital in coaching and mentoring them.Our client is a highly respected Wealth Management practice with over 50 professionals across four offices. With a reputation for excellence, they have built a strong presence in their communities, while also offering the resources and stability of a larger organization. A Collaborative, Supportive Culture: You’ll be joining a team where coaching, mentoring, and people development are at the heart of everything we do. Our leadership team is passionate about helping everyone see their value and grow.
While this is an in-office role, we understand the importance of work-life balance. Travel expenses covered (mileage at 45p per mile)
Flexibility in work hours to help manage traffic or personal commitments
Team Leadership: Manage a team of administrators and PAs, providing mentorship and support to help them grow in their roles.
Coaching & Development: Your financial services background will be crucial in helping the team navigate challenges and improve efficiency.
Collaboration: Work closely with other team leaders and senior management to ensure smooth operations and a unified approach to team development.
Lead 1:1 meetings, probation reviews, and performance evaluations to ensure team members are supported and held accountable where necessary.
Travel Flexibility: Be comfortable traveling to any of their 4 office locations as required (mileage and parking expenses covered).
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