Honeycomb are delighted to be working with a growing financial planning firm as they seek a Client Support Team Lead to oversee the day to day operations of the client support function.
The Company:
Our client is an expanding financial planning firm who are continuously growing and building out a support team that’s just as capable as their advisers.
The Role:
As the Client Support Team Lead, you’ll be leading and coaching the support team, as well as handling complex cases and admin tasks. Main responsibilities will include:
- Lead, coach, and develop Client Managers to deliver proactive, high-quality service
- Manage workloads and deadlines, ensuring advisers are fully supported
- Take ownership of complex or high-priority client tasks when required
- Oversee onboarding, reviews, and service delivery, equipping advisers with everything they need for client meetings
- Serve as the main operational contact for advisers and paraplanners
- Ensure compliance and uphold quality standards across all processes
- Support paraplanning activities, if qualified, including research, technical analysis, and report preparation
The Package:
- Attractive salary of up to £35,000 with comprehensive benefits package
- Generous holiday entitlement to support work-life balance
- Flexible working hours with core office-based time
- Fully funded professional development and qualifications
- Collaborative, supportive, and ambitious team culture
- Opportunity to influence and enhance client service delivery within a growing financial planning firm
What You’ll Bring:
Essential:
- Proven experience in financial services administration (pensions, investments, insurance, wealth management)
- Demonstrated leadership ability, managing people, processes, and priorities effectively
- Proactive and self-driven, with a track record of taking initiative
- Exceptional attention to detail and accuracy in all work
- Strong organisational and communication skills
Desirable:
- Level 4 Diploma in Regulated Financial Planning (achieved or in progress)
- Background in paraplanning or technical support is highly desirable
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Emma Glenn at Honeycomb on or
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.
Honeycomb is committed to providing equality of opportunity to all.
Even if this position is not right for you, we may have others that are. Please visit Honeycomb to view a wide selection of our current jobs.
