UHNW Financial Planning Team Lead

mbf; London; Hybrid; GBP 49,500 - 60,500; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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).

Responsibilities

• 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.

Skills

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

Education

Progress towards Level 4 Diploma (CII)

Job description

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.