Financial Planning Support Team Leader

mbf; London; Hybrid; GBP 49.500 - 60.500; Vollzeit

Benefits dieser Stelle

15% non-contributory pension

Private medical insurance

Annual health screening

Virtual GP

Gym subsidy

Season ticket loan

Cycle-to-work scheme

Extensive learning and development opportunities

Zusammenfassung

A leading investment management firm in London seeks a Financial Planning Support Team Leader to lead a team supporting Ultra High Net Worth clients. This role requires strong leadership skills and a deep understanding of financial planning principles. The successful candidate will receive a salary up to £55,000 with excellent benefits including a non-contributory pension and private medical insurance.

Qualifikationen

• Strong understanding of investment and financial planning principles.
• Experience in wealth management or financial planning support.
• Proven people management or team leadership experience.
• High attention to detail and strong organisational skills.
• Willingness to study for Level 4 Diploma (CII).

Aufgaben

• Lead and develop a team of financial planning support staff.
• Deliver outstanding service to UHNW clients and advisers.
• Conduct training and performance reviews.
• Ensure compliance and operational efficiency.
• Support one Financial Planner directly when required.

Kenntnisse

Understanding of investment and financial planning principles

Experience in wealth management or financial planning support

Proven people management or team leadership experience

Attention to detail

Strong organisational skills

Ausbildung

Progress towards Level 4 Diploma (CII)

Jobbeschreibung

mbf provided pay range

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Location: London or Maidstone (Hybrid)

Salary: Up to £55,000 + excellent benefits

We’re working with a highly respected investment management firm, renowned for its client-first approach, long-term focus, and culture of trust and respect. This is a fantastic opportunity to step into a leadership role supporting Ultra High Net Worth (UHNW) clients within a growing national organisation backed by a global group.

The Opportunity

As Financial Planning Support Team Leader, you’ll lead and develop a team of financial planning support staff while also providing hands-on support to advisers and their UHNW clients. You’ll play a key role in ensuring first-class client service, driving efficiency, and supporting the firm’s long-term growth.

What’s in it for you?

• Up to £55,000 salary
• 15% non-contributory pension
• Private medical insurance (for you and your household)
• Annual health screening, virtual GP & gym subsidy
• Season ticket loan & cycle-to-work scheme
• Extensive learning & development opportunities

Key Responsibilities

• Lead, support, and develop a team of financial planning support staff
• Deliver outstanding service to UHNW clients and advisers
• Conduct regular 1-2-1s, training, and performance reviews
• Ensure compliance, risk management, and operational efficiency
• Support one Financial Planner directly when required
• Prepare and chair team meetings
• Coordinate client actions and manage records accurately
• Assist with business development and client events

About You

• Strong understanding of investment and financial planning principles
• Experience in wealth management or financial planning support
• Proven people management or team leadership experience
• High attention to detail and strong organisational skills
• Progress towards Level 4 Diploma (CII) preferred, or willingness to study

This is an excellent opportunity for someone passionate about leadership and client service within wealth management, offering the chance to grow in a supportive and forward-thinking environment.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Administrative and Management

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