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- Tasks: Lead and develop paraplanning and client support teams in a dynamic wealth management firm.
- Company: Join a respected and expanding wealth management business in Hampstead.
- Benefits: Competitive salary, bonus potential, hybrid working, and strong benefits package.
- Why this job: Make a real impact on client experience and shape operational processes.
- Qualifications: Experience in wealth management, leadership skills, and strong communication abilities.
- Other info: Opportunity to influence high-performing teams in a fast-paced environment.
The predicted salary is between 42000 - 66000 £ per year.
We are working with a highly respected and expanding wealth management business seeking an experienced Advice Delivery Manager to lead their paraplanning and client support teams. This is a pivotal leadership role, focused on driving operational efficiency, improving workflows, and ensuring advisers are fully supported to deliver an exceptional client experience.
As Advice Delivery Manager, you will take ownership of the Advice Support function, overseeing paraplanning and planning support teams while working closely with advisers and senior leadership. You will play a key role in improving processes, enhancing team performance, and ensuring consistent, high-quality service delivery across the business.
Key Responsibilities
- Lead and manage paraplanning and client support teams
- Oversee workflow management and resource allocation
- Ensure high-quality support to Financial Advisers
- Drive operational efficiency and process improvements
- Monitor team performance using MI and KPIs
- Support hiring, onboarding, and development of team members
- Act as a key point of contact for team queries and escalations
- Work closely with senior stakeholders to enhance service delivery
About You
- Experience within a wealth management or financial planning firm
- Strong understanding of paraplanning and client support functions
- Previous leadership or team management experience
- Highly organised with strong workflow management skills
- Proactive and solutions-focused mindset
- Strong communication and stakeholder management skills
- Ability to operate effectively in a fast-paced environment
What’s on Offer
- Salary up to £55,000
- Bonus up to 20%
- London weighting (where applicable)
- Hybrid/office-based working (Hampstead)
- Strong benefits package including pension, healthcare, and study support
- Clear opportunity to influence and shape operational processes
Why Apply?
This is more than just a management role, it’s an opportunity to play a central role in a growing wealth management firm, lead high-performing teams, and make a tangible impact on how advice is delivered to clients.
Engagement Support Manager in City of London employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Engagement Support Manager in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their approach to client support and think about how your experience aligns with their goals. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Showcase your leadership skills during interviews. Talk about times you've improved processes or led teams to success. This is key for a role like Engagement Support Manager, where driving operational efficiency is crucial.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Engagement Support Manager in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Engagement Support Manager. Highlight your experience in wealth management and any leadership roles you've held. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how you can drive operational efficiency. Be genuine and let your personality come through.
Showcase Your Achievements: When detailing your past experiences, focus on specific achievements that demonstrate your ability to improve workflows and support teams. Numbers and results speak volumes, so don’t hold back!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and paraplanning. Understand the key responsibilities of the Advice Delivery Manager role and be ready to discuss how your experience aligns with them.
✨Showcase Leadership Skills
Prepare examples that highlight your leadership and team management experience. Think about times when you've improved processes or driven operational efficiency, as these are crucial for the role.
✨Communicate Clearly
Strong communication is key in this role. Practice articulating your thoughts clearly and concisely. Be ready to discuss how you manage stakeholder relationships and resolve team queries effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s current challenges and future goals. This shows your genuine interest in the role and helps you understand how you can contribute to their success.