At a Glance
- Tasks: Lead and develop support teams in a progressive financial planning firm.
- Company: Award-winning Chartered Financial Planning firm with a focus on growth.
- Benefits: Salary up to £80,000, hybrid working, and autonomy to shape the role.
- Other info: Opportunity for career progression in a dynamic and ambitious environment.
- Why this job: Make a meaningful impact by building and improving support functions.
- Qualifications: Leadership experience in financial planning and a passion for team development.
The predicted salary is between 80000 - 80000 £ per year.
This is an opportunity to shape and lead the support function within one of the UK’s most progressive, award-winning Chartered Financial Planning firms.
You will lead the Paraplanning and Client Relationship Management teams, creating stronger processes, clearer development pathways and a support model capable of scaling alongside the business.
You’ll do:
- Lead a team of approximately 13 across Paraplanning and Client Relationship Management
- Set clear expectations around performance, quality, development and accountability
- Coach experienced paraplanners while supporting less experienced team members as they progress
- Provide technical oversight across recommendations, evaluation work and client presentation materials
- Own, document and continuously improve the processes underpinning both teams
- Create consistent and scalable ways of working that reduce duplication and rework
- Develop clearer career pathways from administration through to paraplanning and advice
You’ll get:
- A salary of up to £80,000
- Genuine autonomy to shape the structure, standards and future direction of the support function
- The opportunity to build something meaningful rather than simply maintain an existing model
- Exposure to a growing business with ambitious acquisition and integration plans
- Hybrid working from London
You’ll bring:
- Leadership experience within a financial planning, wealth management or advice support environment
- Experience managing paraplanning, administration, client services or wider support teams
- Chartered status, or be close to achieving it, given the technical nature of the environment
- The technical credibility and gravitas to lead an experienced paraplanning team
- A structured approach to performance management, coaching and people development
- The ability to map, design, document and embed effective processes
- A genuine interest in helping people develop and progress over the long term
Head of Support and Development in City of London employer: BWD Search & Selection
BWD is an exceptional employer for Pensions Governance Consultants, offering a hybrid working model that promotes work-life balance while allowing you to thrive in a rapidly growing sector. With competitive salaries and a strong focus on employee development, you will have ample opportunities to enhance your skills and advance your career within a supportive and dynamic work culture. Join us to be part of a team that values innovation and professional growth in the pensions governance landscape across the UK.
Contact Details:
BWD Search & Selection Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Head of Support and Development in City of London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like BWD Search & Selection. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Head of Support and Development in City of London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BWD Search & Selection.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on BWD Search & Selection's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BWD Search & Selection
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BWD Search & Selection.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at BWD Search & Selection will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former BWD Search & Selection employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
