Bayford Hale
Chartered Financial Planner Team Leader
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Chartered Financial Planner Team Leader
South Buckinghamshire
Hybrid (3 days in office)
About the job
A growing, client-focused wealth management business is seeking a Chartered Financial Planning Team Leader to support a team of Financial Planners. This is a unique opportunity for an experienced Chartered Adviser to combine operational management skills with hands-on client advisory work, implementing the firm's advice proposition while continuing to deliver outstanding outcomes for High-Net-Worth clients.
This is a dual-role position, with approximately 50% of your time focused on leading and developing the Financial Planning team, and 50% dedicated to managing a select portfolio of HNW clients.
What you'll be doing
As Financial Planning Team Leader, you will:
- Manage and develop a high-performing team of Chartered Financial Planners, creating a culture of excellence, accountability and continuous improvement. Experience levels will range from Paraplanners transitioning into Adviser roles through to experienced Financial Planners already established within the industry. You will initially manage a team of c. 5 Advisers, with the team growing over time.
- Drive adviser capacity planning, recruitment, development, retention and succession planning.
- Ensure the delivery of high-quality independent financial advice that achieves outstanding client outcomes and meets all regulatory requirements.
- Own and optimise advice processes to improve consistency, efficiency and scalability across the business.
- Use management information and business insights to identify opportunities for growth, productivity improvement and enhanced quality.
- Conduct regular 1-2-1s and quarterly personal development meetings (PDPs) with the team of Chartered Financial Planners.
- Partner closely with Compliance, HR, Operations, Growth and Proposition teams to support business performance and potential future acquisitions.
- Supervise and develop Financial Planners through Training & Competence frameworks, file reviews and professional coaching.
- Build and maintain your own portfolio of complex HNW client relationships, providing expert financial planning advice and ongoing servicing.
- Build strong relationships with existing, well-established clients.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What we're looking for
We're looking for a proven leader who combines deep technical expertise with commercial acumen and a passion for developing people.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
We are also open to receiving applications from Advisers with current line management or mentoring experience who are keen to transition into a formal Management/Advice role.
Essential experience and qualifications
- Chartered Financial Planner (CII) qualification.
- Minimum 5 years' experience as an Independent Financial Adviser.
- Strong understanding of wealth management, pensions, investments, protection and the wider UK financial services market, preferably working with high-net-worth clients with complex financial planning requirements.
- Experience leading, coaching and mentoring advisers and building high-performing teams.
- Exceptional commercial awareness, decision-making and stakeholder management skills.
- Ability to analyse business performance data and turn insights into actionable plans.
Who We are at Bayford Hale
Bayford Hale is a SPEARS 500 Recommended recruitment company specialising in Financial Planning recruitment, working with leading wealth management firms to place experienced Financial Advisers and Technical Paraplanners across the UK, Europe and the Middle East.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London