Financial Management Lead

3 weeks ago

Shaftesbury, Dorset, United Kingdom fish4.co - Jobboard Full time

Team Leader - Wealth Planning experience crucial.

Location: Flexible, with travel to multiple office locations.

Hours: 9 am - 5 pmSalary: Up to GBP35,000 + Travel Expenses

Are you an experienced leader within the financial services sector, passionate about developing and coaching teams?

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.

As part of a rapidly expanding team, you'll have access to well-defined processes, a collaborative and supportive culture, and opportunities for growth and development.

  • 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.
  • Flexibility & Trust: While this is an in-office role, we understand the importance of work-life balance. You'll have flexibility in work hours to help manage traffic or personal commitments.

Additional Benefits:

  • Travel expenses covered (mileage at 45p per mile)
  • Flexibility in work hours to help manage traffic or personal commitments
  • Be part of a supportive, growth-oriented team

Key Responsibilities:

  • Team Leadership: Manage a team of administrators and PAs, providing mentorship and support to help them grow in their roles.
  • Coaching & Development: Spend time working closely with the team, understanding their processes, and identifying areas for improvement. 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.
  • Conduct Reviews: 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).

  • Financial Management Lead

    3 weeks ago

    Shaftesbury, Dorset, United Kingdom Cranleigh Personnel Full time

    Lead a Growing Team in Wealth ManagementCranleigh Personnel is seeking an experienced leader to manage a dynamic team in our Wealth Management practice. As a Financial Management Lead, you will be responsible for coaching and mentoring a team of administrators and PAs, providing guidance and support to help them grow in their roles.Key...

  • AAT/ACCA Trainee Financial Analyst

    3 weeks ago

    Shaftesbury, Dorset, United Kingdom fish4.co - Jobboard Full time

    Job Title: AAT/ACCA Trainee Management Accountant About the Role: We are seeking a highly motivated and experienced Management Accountant to join our team. As a key member of the finance team, you will be responsible for supporting the Head of Finance in driving commercial growth and improving financial performance. Key Responsibilities: * Lead on budget...

  • Financial Services Professional

    3 weeks ago

    Shaftesbury, Dorset, United Kingdom Ernest Gordon Recruitment Full time

    Accountant (Practice) Tax BiasShaftesbury£45,000 + Holidays + Training + Progression + Pension + FlexibilityWe are seeking an experienced accountant with practice experience to join our growing, agile practice. As a financial services professional, you will have the opportunity to expand your accounting, tax, and auditing exposure and have the potential for...

  • Management Accountant

    1 month ago

    Shaftesbury, Dorset, United Kingdom The People Co Full time

    Job Title: Management AccountantLocation: Shaftesbury, DorsetSalary: £45,000The People Co is a leading provider of luxury hampers, renowned for our exquisite selection of premium food and drink products and exceptional customer experience. We are seeking a talented and detail-oriented Management Accountant to join our dynamic team and support our continued...

  • Management Accountant

    1 month ago

    Shaftesbury, Dorset, United Kingdom The People Co Full time

    Job Title: Management AccountantLocation: Shaftesbury, DorsetSalary: £45,000The People Co is a leading provider of luxury hampers, renowned for our exquisite selection of premium food and drink products and exceptional customer experience. We are seeking a talented and detail-oriented Management Accountant to join our dynamic team and support our continued...

  • Mental Health Clinical Lead

    1 month ago

    Shaftesbury, Dorset, United Kingdom Crooton Full time

    About the RoleWe are seeking a highly skilled and experienced Mental Health Clinical Lead to join our team at HMP Guys Marsh. As a key member of our mental health team, you will play a crucial role in coordinating and leading team functioning, ensuring the delivery of high-quality mental health care to patients.Key ResponsibilitiesCoordinate and lead team...

  • Mental Health Clinical Lead

    1 month ago

    Shaftesbury, Dorset, United Kingdom Crooton Full time

    About the RoleWe are seeking a highly skilled and experienced Mental Health Clinical Lead to join our team at HMP Guys Marsh. As a key member of our mental health team, you will play a crucial role in coordinating and leading team functioning, ensuring the delivery of high-quality mental health care to patients.Key ResponsibilitiesCoordinate and lead team...

  • Clinical Lead

    3 weeks ago

    Shaftesbury, Dorset, United Kingdom Oxleas NHS Foundation Trust Full time

    About the RoleWe are seeking a highly skilled and experienced Clinical Lead to join our Mental Health team at Oxleas NHS Foundation Trust. As a Clinical Lead, you will be responsible for coordinating and leading the team's functioning, with a focus on planning, delivering, and evaluating quality mental health care for patients.Key ResponsibilitiesCoordinate...

  • Quality Management Team Lead

    1 month ago

    Shaftesbury, Dorset, United Kingdom Crooton Ltd Full time £45,000

    Join Crooton Ltd as a Quality Management Team Lead and take on a challenging role as Mental Health Clinical Lead. About the Role We are seeking a highly skilled and experienced individual to lead our mental health clinical team. As a Quality Management Team Lead, you will be responsible for ensuring the highest standards of care and quality in our services....

  • Mental Health Clinical Lead

    4 weeks ago

    Shaftesbury, Dorset, United Kingdom Crooton Full time

    About the RoleWe are seeking a highly skilled and experienced Mental Health Clinical Lead to join our team at HMP Guys Marsh. As a key member of our mental health team, you will play a crucial role in coordinating and leading team functioning, ensuring the delivery of high-quality mental health care to patients.Key Responsibilities:Coordinate and lead team...

  • Mental Health Clinical Lead

    4 weeks ago

    Shaftesbury, Dorset, United Kingdom Crooton Full time

    About the RoleWe are seeking a highly skilled and experienced Mental Health Clinical Lead to join our team at HMP Guys Marsh. As a key member of our mental health team, you will play a crucial role in coordinating and leading team functioning, ensuring the delivery of high-quality mental health care to patients.Key Responsibilities:Coordinate and lead team...

  • Lead, Community Management Specialist

    3 weeks ago

    Shaftesbury, Dorset, United Kingdom Cranleigh Personnel Full time

    Lead a Growing Team in Wealth ManagementCranleigh Personnel is seeking an experienced leader to join our team as a Lead, Community Management. As a key member of our leadership team, you will be responsible for managing a team of administrators and PAs, providing mentorship and support to help them grow in their roles.Key Responsibilities:Manage a team of...

  • Lead, Community Management Specialist

    3 weeks ago

    Shaftesbury, Dorset, United Kingdom Cranleigh Personnel Full time

    Lead a Growing Team in Wealth ManagementCranleigh Personnel is seeking an experienced leader to join our team as a Lead, Community Management. As a key member of our leadership team, you will be responsible for managing a team of administrators and PAs, providing mentorship and support to help them grow in their roles.Key Responsibilities:Manage a team of...

  • Management Accountant

    3 weeks ago

    Shaftesbury, Dorset, United Kingdom fish4.co - Jobboard Full time

    A dynamic SME with a thriving turnover and growing profit is seeking a Management Accountant to support the Head of Finance. This role is focused on driving commercial success, where you will have a significant impact on the business's performance.As the key lead on budget setting and monitoring, you will work closely with the management accountancy team to...

  • Senior Team Manager

    2 weeks ago

    Shaftesbury, Dorset, United Kingdom Cranleigh Personnel Full time £28,000 - £35,000

    Lead a Dynamic Team in Wealth PlanningCranleigh Personnel is seeking an experienced leader to oversee a team of administrators and Personal Assistants in a growing Wealth Management practice. As a Team Leader, you will be responsible for coaching and mentoring team members, ensuring they have the skills and knowledge to excel in their roles.About the...

  • Culinary Operations Manager

    1 month ago

    Shaftesbury, Dorset, United Kingdom Aspens Services Full time

    About UsAspens Services Ltd is a leading contract catering company specializing in school food. We combine our understanding of the education sector with our knowledge of food trends to encourage creativity and excitement in our kitchens. Our teams provide fantastic food experiences for children, and we're committed to excellent care and services for clients...

  • Culinary Operations Manager

    1 month ago

    Shaftesbury, Dorset, United Kingdom Aspens Services Full time

    About UsAspens Services Ltd is a leading contract catering company specializing in school food. We combine our understanding of the education sector with our knowledge of food trends to encourage creativity and excitement in our kitchens. Our teams provide fantastic food experiences for children, and we're committed to excellent care and services for clients...

  • Executive Chef Manager

    1 month ago

    Shaftesbury, Dorset, United Kingdom Aspens Services Full time

    About UsAspens Services Ltd is a leading contract catering company specializing in school food. We combine our understanding of the education sector with our knowledge of food trends to encourage creativity and excitement in our kitchens. Our teams provide fantastic food experiences for children, and we're committed to excellent care and services for clients...

  • Executive Chef Manager

    1 month ago

    Shaftesbury, Dorset, United Kingdom Aspens Services Full time

    About UsAspens Services Ltd is a leading contract catering company specializing in school food. We combine our understanding of the education sector with our knowledge of food trends to encourage creativity and excitement in our kitchens. Our teams provide fantastic food experiences for children, and we're committed to excellent care and services for clients...

  • Food Service Manager

    1 month ago

    Shaftesbury, Dorset, United Kingdom Aspens Services Full time

    About UsAspens Services Ltd is a leading contract catering company specializing in school food. We combine our understanding of the education sector with our knowledge of food trends to create innovative and exciting culinary experiences for students. Our team is dedicated to providing exceptional care and services to our clients and children, driving the...