Head of Financial Planning Support

mbf; Royal Tunbridge Wells; Hybrid; GBP 65,000 - 80,000; Full time

Job summary

A well-established wealth and asset management firm is seeking a Head of Financial Planning Support in Royal Tunbridge Wells. The role involves managing a geographically dispersed team and ensuring efficient support for financial planners, contributing to a culture of excellence while delivering high-quality service to clients.

Benefits

15% non-contributory pension scheme

Private medical insurance

Life cover and income protection

Annual health screening

Gym subsidy

Virtual GP access

Cycle-to-work scheme

Season ticket loan

Qualifications

• Proven leadership experience in wealth management or financial planning.
• Strong background in operations and service delivery.
• Excellent communication skills with a proactive mindset.

Responsibilities

• Lead and develop a high-performing Wealth Support team across multiple UK offices.
• Ensure timely support is provided to Financial Planners and their clients.
• Oversee workflows and manage day-to-day operations.

Skills

Leadership

Communication

Operations Management

Customer Care

Job description

mbf Royal Tunbridge Wells, England, United Kingdom

Head of Financial Planning Support

mbf Royal Tunbridge Wells, England, United Kingdom

1 week ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

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

Founder | Recruitment within Financial Services, Insurance and Tech & Change

Head of Financial Planning Support

Hybrid – Tonbridge, Kent (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 national 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:

• 4 Client Services Administrators
• 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
• 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management

Referrals increase your chances of interviewing at mbf by 2x

Get notified about new Head of Financial Planning jobs in Royal Tunbridge Wells, England, United Kingdom.

West Malling, England, United Kingdom 1 week ago

Interim Head of Finance Transformation and Change

Redhill, England, United Kingdom 1 week ago

Crawley, England, United Kingdom 1 month ago

Crawley, England, United Kingdom 1 month ago

Global Finance Director, Trilogy (Remote) - $400,000/year USD

Dartford, England, United Kingdom $200.00-$200.00 2 days ago

Little London, England, United Kingdom 3 weeks ago

Head of Financial Reporting (18 month FTC)

Croydon, England, United Kingdom 2 weeks ago

Haywards Heath, England, United Kingdom 4 days ago

Haywards Heath, England, United Kingdom 4 days ago

Bexhill, England, United Kingdom 1 week ago

East Sussex, England, United Kingdom 1 week ago

Dartford, England, United Kingdom 4 weeks ago

Croydon, England, United Kingdom 4 days ago

Crawley, England, United Kingdom 3 days ago

Crowborough, England, United Kingdom 2 days ago

Dartford, England, United Kingdom 19 hours ago

Marketing & Engineering Finance Business Partner

Crowborough, England, United Kingdom 2 weeks ago

London, England, United Kingdom 3 hours ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.