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Team Leader - Financial Planning Support

Old Mill
Location 📍 Exeter, United Kingdom
Posted 📅 June 05, 2026
Work Type ⏰ Full-time

Position Overview

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 he...

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Job Details

Employment Type
Full-time
📊
Category
Operations Specialties Managers
🏠
Work Arrangement
On-site
📍
Location
Exeter, United Kingdom