Technical Support Team Leader- Competitive Salary- Shaftesbury / Corsham / Canford Cliffs / Sherborne/In Office

The Role

Do you want a leadership role where your decisions directly improve client experiences and your team thrives under your guidance? Are you ready to take charge of complex cases while shaping processes that make your workday smoother and more rewarding? If so, we have an exciting opportunity for you.

We’re looking for a Technical Support Team Leader who wants to lead a talented team, make a real difference for clients, and have a direct impact on how our business delivers technical support with a focus on Consumer Duty outcomes. This is your chance to combine leadership with hands-on expertise in a role that’s varied, challenging, and highly rewarding.

You’ll be at the heart of our client experience. You’ll manage day-to-day operations while coaching and supporting your team, helping them grow professionally. You’ll oversee complex cases and processes, ensuring work is accurate, compliant, and delivered efficiently. The result? Happier clients, motivated team members, and a smoother, more streamlined support function.

If you want to lead, develop, and make a tangible difference in a role where your expertise is valued, apply today.

Key Responsibilities:

• Lead and develop your team – guide colleagues in annual reviews, bereavement, and technical support, building their confidence and capabilities through coaching and mentoring
• Manage workloads and performance – stay on top of priorities, ensuring your team delivers excellent service without unnecessary stress
• Oversee technical outputs – ensure reviews and case work are accurate and compliant, giving you pride in the quality and professionalism of your team
• Support complex cases – act as a technical escalation point, making you the go-to expert and building your reputation internally
• Improve processes – streamline workflows and implement best practices, meaning your team works smarter and clients benefit from faster, smoother service
• Collaborate across teams – work with advisers, paraplanners, and compliance, giving you visibility of the wider business and opportunities to influence strategy

The Company

Peter Harding Wealth Management is committed to delivering exceptional, client-focused financial planning. Our collaborative culture values technical expertise, integrity, and continuous improvement. You’ll join a supportive team where your input directly impacts client experiences and business success.

The Benefits

• A leadership role with immediate impact on clients and colleagues.
• Opportunities to develop your career while improving team processes.
• A collaborative culture where your input is recognised.

The Person

• Experienced in technical support, paraplanning, or compliance within financial planning
• Strong knowledge of pensions, investments, protection, and estate administration
• Leadership or mentoring experience, able to guide and develop a team
• Excellent analytical, organisational, and communication skills
• FCA regulations and compliance awareness

Contact information

Susan Mcclymont