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- Tasks: Lead a dynamic team supporting Financial Planners across the UK.
- Company: Join a top wealth management firm with a strong client-focused reputation.
- Benefits: Enjoy a competitive salary, exceptional pension, and flexible hybrid working.
- Why this job: Make a real impact in a forward-thinking environment that values excellence.
- Qualifications: Proven leadership in wealth management and strong operational skills required.
- Other info: Opportunity for personal growth through coaching and mentoring.
The predicted salary is between 65000 - 80000 £ per year.
£65,000 – £80,000 + Exceptional Pension + Excellent Benefits
Hybrid – London (3 days in-office, 2 days from home)
We are 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 position plays a vital leadership role in supporting a national team of Financial Planners. You will manage a large and geographically dispersed support function, helping ensure high-quality, consistent service delivery and operational efficiency across the UK.
You will oversee a team comprising:
- 12 Financial Planning Administrators
- 4 Client Services Administrators
- 3 Team Leaders
Reporting to the Head of Wealth, you will 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 are 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 are an experienced people leader ready to make a lasting impact in a forward-thinking wealth management environment, we would love to hear from you.
Head of Financial Planning Support employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Planning Support
✨Tip Number 1
Network with professionals in the wealth management and financial planning sectors. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the latest trends in financial planning and wealth management. Being knowledgeable about current market conditions and innovations will help you stand out during discussions with hiring managers.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully managed teams in the past. Be ready to share specific examples of how you've improved service delivery and operational efficiency.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your conversations to reflect how your experience aligns with their client-centric approach and commitment to excellence.
We think you need these skills to ace Head of Financial Planning Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your leadership experience in wealth management or financial planning. Use specific examples that demonstrate your ability to manage teams and improve service delivery.
Craft a Compelling Cover Letter: In your cover letter, emphasise your proactive mindset and customer-first approach. Discuss how your background aligns with the responsibilities of the Head of Financial Planning Support role and how you can contribute to the firm's success.
Highlight Relevant Skills: Clearly outline your operational and team management skills. Mention any experience you have with coaching and mentoring, as well as your ability to drive performance and embed a culture of excellence.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in this role.
How to prepare for a job interview at mbf
✨Showcase Your Leadership Skills
As a candidate for the Head of Financial Planning Support, it's crucial to demonstrate your leadership experience. Prepare examples of how you've successfully led teams in the past, focusing on your ability to drive performance and enhance service delivery.
✨Emphasise Your Customer-Centric Approach
This role requires a strong focus on customer care. Be ready to discuss how you've embedded a customer-first culture in previous positions and how you plan to do the same in this new role.
✨Prepare for Operational Questions
Expect questions about managing day-to-day operations and overseeing workflows. Think about specific strategies you've implemented to improve operational efficiency and ensure consistent support for clients.
✨Demonstrate Your Collaborative Mindset
The firm values collaboration, so be prepared to share experiences where you've worked closely with senior management or cross-functional teams. Highlight your communication skills and how they contribute to successful teamwork.
