Head of Financial Planning Support

ZipRecruiter; London; Hybrid; GBP 65,000 - 80,000; Full time

Job summary

A leading wealth and asset management firm is seeking a Head of Financial Planning Support to oversee a geographically dispersed team. This role involves enhancing service delivery, managing operations, and fostering a customer-centric culture. With a competitive salary and excellent benefits, this position offers a significant opportunity for experienced leaders to impact the firm's success.

Benefits

15% non-contributory pension scheme

Private medical insurance

Life cover and income protection

Annual health screening

Gym subsidy

Virtual GP

Cycle-to-work scheme

Season ticket loan

Qualifications

• Proven leadership experience within wealth management, financial planning, or private banking.
• Strong background in operations, service delivery, and team management.
• Excellent communication skills and a collaborative approach.

Responsibilities

• Leading a high-performing Wealth Support team across multiple UK offices.
• Ensuring timely and consistent support to Financial Planners and their clients.
• Overseeing workflows and managing day-to-day operations.

Skills

Leadership experience

Operations

Service delivery

Team management

Communication skills

Customer care

Job description

Job Description

Head of Financial Planning Support

£65,000 – £80,000 + Exceptional Pension + Excellent Benefits

Hybrid – London (3 days in-office, 2 days from home)

We're recruiting on behalf of a well-established wealth and asset management firm, part of a leading international banking group with a strong presence across the UK. Known for its client-centric approach, long-term thinking, and financial strength, the firm delivers investment management, financial planning, and private banking services to high-net-worth individuals and families.

This newly created Head of Financial Planning Support position plays a vital leadership role in supporting a team of Financial Planners. You’ll manage a large and geographically dispersed support function, helping ensure high-quality, consistent service delivery and operational efficiency across the UK.

You’ll oversee a team comprising:

• 12 Financial Planning Administrators
• 4 Client Services Administrators
• 3 Team Leaders
• Reporting to the Head of Wealth, you’ll lead by example to drive performance, enhance service delivery, and embed a culture of excellence across all support teams.

Key responsibilities include:

• Leading and developing a high-performing Wealth Support team across multiple UK offices
• Ensuring timely, consistent support is provided to Financial Planners and their clients
• Overseeing workflows, allocating resources effectively, and managing day-to-day operations
• Supporting recruitment and ongoing team development through coaching and mentoring
• Embedding a customer-first culture and operational best practice across the team
• Working closely with senior management on service development and process improvement

We’re looking for:

• Proven leadership experience within wealth management, financial planning, or private banking
• A strong background in operations, service delivery, and team management
• Excellent communication skills and a collaborative approach
• A proactive mindset with a strong focus on quality, compliance, and customer care

What’s on offer:

• £65,000 – £80,000 salary depending on experience
• 15% non-contributory pension scheme
• Private medical insurance
• Life cover, income protection, annual health screening
• Gym subsidy, virtual GP, cycle-to-work scheme, season ticket loan
• Flexible hybrid working: 3 days in-office, 2 from home, with travel to other UK offices as required

If you're an experienced people leader ready to make a lasting impact in a forward-thinking wealth management environment, we’d love to hear from you.