Team leader financial planning support Work, Jobs in Heavitree, Dev (with Salaries)

Team Leader - Financial Planning Support
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Mentoring
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Finance Manager
Devon Rape Crisis and Sexual Abuse Services —Exeter
- £35,000 - £40,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Project management
- Health & wellbeing programme
- Sick pay
Quick apply
Business Development Manager
Devon Rape Crisis and Sexual Abuse Services —Exeter
- £35,000 - £40,000 a year
- Part-time
- Hybrid work
- Master's degree
- Business development
- Project management
- Health & wellbeing programme
- Sick pay
Quick apply
13d
Transport Planner - Exeter
WSP —Exeter
- Part-time
- Hybrid work
- Project management
- Communication skills
- Flexitime
- Work from home
Capital Director
South West Water —Exeter
- Engineering
- Continuous improvement
- Business
- Annual leave
- Employee discount
3d
Principal Transport Planner - Exeter
WSP —Exeter
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Flexitime
- Work from home
Project Officer – South West Peatland Partnership
South West Water —Okehampton
- £34,000 - £38,000 a year
- Full-time
- Hybrid work
- Management
- Project management
- No degree
- Employee discount
11d
Area Sales Manager – Wales & West Region
Schneider Electric —Exeter
- Full-time
- Remote
- Sales
- English
- No degree
- Annual leave
Traffic Management Operative- 12D
Buko Traffic & Safety —Exeter
- Overtime
- Driving
- IT
- Employee discount
- Referral programme
Quick apply
Service Centre Manager
SunbeltRentals —Exeter
- Computer literacy
- Microsoft Office
- Communication skills
- Annual leave
Quick apply
Lifestyle and Wellbeing Coordinator
Sanctuary Care —Exeter
- £13.27 an hour
- Nursing home
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Technical Director, Capture Management Lead - Water
AECOM —Exeter
- Full-time
- Hybrid work
- Sales
- Travel
- Leadership
Graduate Quantity Surveyor - Exeter
AECOM —Exeter
- Full-time
- Hybrid work
- Master's degree
- Bachelor's degree
- Communication skills
Estate & Commercial Director
Marldon Christmas Tree Farm —Marldon
- From £45,000 a year
- Full-time
- Management
- Sales
- Business development
- Free parking
Quick apply
10d
Café Supervisor
Duchy of Cornwall —Yelverton
- Up to £29,000 a year
- Weekend availability
- Supervising experience
- Travel
- Food service
- Free parking
- Store discount
Quick apply
11d
Corporate Tax Manager
Old Mill —Exeter
- Hybrid work
- Team management
- Mentoring
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Engineering Geologist
JN Bentley —Exeter
- Full-time
- Engineering
- Master's degree
- Travel
- Annual leave
Quick apply
Principal Process Engineer
JN Bentley —Exeter
- Full-time
- Engineering
- Travel
- IT
- Annual leave
Quick apply
Registered Manager (Care Home)
Keychange Charity —Torquay
- £39,000 - £42,000 a year
- Full-time
- In-person
- Care plans
- Leadership
- Free parking
- Health & wellbeing programme
Quick apply
6d
Principal Electrical Engineer
JN Bentley —Exeter
- Full-time
- Engineering
- Travel
- IT
- Annual leave
Quick apply

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team leader financial planning support jobs near heavitree, dev

Team Leader - Financial Planning Support

Old Mill -
Exeter

Quick apply

Job details

Benefits

Company pension
Employee assistance programme
Employee discount

Qualifications

Financial planning
Business processes
Administrative experience
Mentoring
Organisational skills
Financial services
Communication skills

Full job description

Are you someone who enjoys supporting people, improving processes and delivering excellent client service?

We are looking for a Team Leader to join our growing Financial Planning team at Old Mill, supporting both Client Service Administrators and Client Managers across our network of offices.

This is an exciting opportunity for someone with strong organisational and operational experience who enjoys helping teams work effectively and creating a positive, supportive environment. You may already be working in a team leader or senior support role, or perhaps you are ready to take the next step in your career.

This role combines team coordination, operational support and people development within a busy and collaborative Financial Planning environment.

At Old Mill, our Financial Planning teams play a critical role in delivering an exceptional experience to our clients and supporting our Advisers to provide high-quality, personal advice. This role sits at the heart of that operation.

The Opportunity

This is a varied and people-focused role where no two days are the same. You will work closely with Financial Planners, operational leaders and support teams to help ensure client work is delivered efficiently, accurately and to the high standards our clients expect.

Alongside supporting the smooth running of the team, you will help coordinate workloads, support colleagues in their development and act as a key point of contact within the Financial Planning support function.

You will play a key role in:

Supporting and coordinating members of the Financial Planning support team
Assisting with workload management and day-to-day team organisation
Helping maintain excellent client service standards across the team
Working closely with Financial Planners to support client delivery
Identifying opportunities to improve processes and ways of working
Supporting onboarding, training and development of team members
Acting as a point of support for day-to-day operational queries
Maintaining accurate client records and ensuring compliance with internal processes and external regulation

This is a fantastic opportunity for someone who enjoys combining people support with hands-on operational involvement and who wants to play an important role within a collaborative and growing team.

About You

We are looking for someone with experience working within a client-focused, fast-paced environment who enjoys supporting colleagues and helping teams operate effectively.

You will be highly organised, approachable and confident managing competing priorities, whilst bringing strong communication skills and a collaborative approach.

Your skills and experience may include:

Experience supporting, mentoring or coordinating others within a team
Strong organisational and administrative skills
Experience working within a client-focused or professional services environment
Excellent attention to detail and the ability to manage multiple priorities
Confidence communicating with clients, colleagues and stakeholders
Experience improving processes and supporting operational efficiency
The ability to prioritise workloads and manage deadlines effectively
A collaborative and supportive approach to team working

Experience within Financial Planning, Wealth Management or Financial Services would be advantageous, but is not essential. We are equally interested in individuals with transferable experience from other professional or client service environments.

Level 4 Diploma in Regulated Financial Planning, or working towards this, would be advantageous but is not essential.

Most importantly, we are looking for someone who shares our values and wants to help create a positive, supportive and well-organised team environment.

About Us

At Old Mill, we believe that respect, trust and collaboration are at the heart of everything we do. With a team of over 350 professionals, we combine the close-knit culture of a local firm with the capabilities of a much larger organisation.

We work with a broad range of clients across rural, corporate, private client and financial planning sectors, building long-term relationships and delivering advice that is personal, practical and forward-thinking.

Our people are what make Old Mill special. We create an environment where individuals are encouraged to grow, contribute ideas and build rewarding long-term careers. We are ambitious, supportive and genuinely collaborative, with a culture that values curiosity, kindness and doing the right thing for our clients and each other.

Old Mill is proud to be part of the Kinbrook Group, a growing collective of ambitious professional services businesses brought together by shared values, long-term thinking and a commitment to exceptional client service. Being part of the group gives our people access to broader opportunities, shared expertise and continued investment, whilst allowing us to retain the collaborative, people-first culture that makes Old Mill special.

Whether you are just starting your career or looking for your next opportunity, you will be empowered to make a genuine impact and supported to develop in a way that works for you.

Benefits

At Old Mill, we go beyond the basics to offer a benefits package designed to support your personal and professional growth:

Generous holiday allowance, starting at 25 days plus bank holidays, with the option to purchase additional leave
An extra day off to celebrate your birthday
Hybrid working with a balance of office and home working
Employee Assistance Programme providing 24/7 wellbeing support
Professional qualification funding and ongoing development opportunities
Access to employee discounts and perks
Competitive pension scheme

Additional Information

Please note that the internal job title may differ from the title displayed in this advert.

Interested?

We’d love to hear from you. For more information or an informal discussion, please contact Kaz Austen.

Quick apply

Refine Your Search

team leader financial planning support jobs in heavitree, dev

Team Leader - Financial Planning Support

Finance Manager

Business Development Manager

Transport Planner - Exeter

Capital Director

Principal Transport Planner - Exeter

Project Officer – South West Peatland Partnership

Area Sales Manager – Wales & West Region

Traffic Management Operative- 12D

Service Centre Manager

Lifestyle and Wellbeing Coordinator

Technical Director, Capture Management Lead - Water

Graduate Quantity Surveyor - Exeter

Estate & Commercial Director

Café Supervisor

Corporate Tax Manager

Engineering Geologist

Principal Process Engineer

Registered Manager (Care Home)

Principal Electrical Engineer

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