Financial Management Lead

3 weeks ago


Shaftesbury, Dorset, United Kingdom Cranleigh Personnel Full time
Lead a Growing Team in Wealth Management

Cranleigh 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 Responsibilities:
  • Manage a team of administrators and PAs, providing mentorship and support to help them grow in their roles.
  • Coach and mentor the team to improve efficiency and navigate challenges.
  • 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 to any of our 4 office locations as required.

Additional Benefits: Travel expenses covered (mileage at 45p per mile), flexibility in work hours to help manage traffic or personal commitments, and the opportunity to be part of a supportive, growth-oriented team.

About Our Client: 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.



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