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- Tasks: Lead a team while providing hands-on support to financial advisers and UHNW clients.
- Company: Join a respected investment management firm known for its client-first approach and culture of trust.
- Benefits: Enjoy a salary up to £55,000, private medical insurance, and extensive learning opportunities.
- Why this job: This role offers leadership growth in a supportive environment focused on client service and efficiency.
- Qualifications: Experience in wealth management and proven people management skills are essential.
- Other info: Hybrid working available in London or Maidstone, with a strong emphasis on professional development.
The predicted salary is between 44000 - 66000 £ per year.
mbf provided pay range
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Location: London or Maidstone (Hybrid)
Salary: Up to £55,000 + excellent benefits
We’re working with a highly respected investment management firm, renowned for its client-first approach, long-term focus, and culture of trust and respect. This is a fantastic opportunity to step into a leadership role supporting Ultra High Net Worth (UHNW) clients within a growing national organisation backed by a global group.
The Opportunity
As Financial Planning Support Team Leader , you’ll lead and develop a team of financial planning support staff while also providing hands-on support to advisers and their UHNW clients. You’ll play a key role in ensuring first-class client service, driving efficiency, and supporting the firm’s long-term growth.
What’s in it for you?
- Up to £55,000 salary
- 15% non-contributory pension
- Private medical insurance (for you and your household)
- Annual health screening, virtual GP & gym subsidy
- Season ticket loan & cycle-to-work scheme
- Extensive learning & development opportunities
Key Responsibilities
- Lead, support, and develop a team of financial planning support staff
- Deliver outstanding service to UHNW clients and advisers
- Conduct regular 1-2-1s, training, and performance reviews
- Ensure compliance, risk management, and operational efficiency
- Support one Financial Planner directly when required
- Prepare and chair team meetings
- Coordinate client actions and manage records accurately
- Assist with business development and client events
About You
- 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
- Progress towards Level 4 Diploma (CII) preferred, or willingness to study
This is an excellent opportunity for someone passionate about leadership and client service within wealth management, offering the chance to grow in a supportive and forward-thinking environment.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Administrative and Management
Referrals increase your chances of interviewing at mbf by 2x
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Financial Planning Support Team Leader employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Support Team Leader
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and financial planning. This will not only help you understand the industry better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who have experience with Ultra High Net Worth clients. Attend industry events or join relevant online forums to build connections that could lead to valuable insights and referrals.
✨Tip Number 3
Demonstrate your leadership skills by sharing examples of how you've successfully managed teams or projects in the past. Be prepared to discuss specific challenges you faced and how you overcame them to achieve positive outcomes.
✨Tip Number 4
Research the company’s culture and values thoroughly. Understanding their client-first approach and commitment to trust and respect will help you align your responses during interviews and show that you're a great fit for their team.
We think you need these skills to ace Financial Planning Support Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and team leadership. Use specific examples that demonstrate your ability to manage a team and deliver exceptional client service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and leadership. Mention how your skills align with the responsibilities of the Financial Planning Support Team Leader role and express your enthusiasm for supporting UHNW clients.
Highlight Relevant Qualifications: If you have progressed towards the Level 4 Diploma (CII) or have other relevant qualifications, be sure to mention these in your application. This shows your commitment to professional development in financial planning.
Showcase Client Service Experience: Provide examples of your track record in delivering outstanding client service. Highlight any specific achievements or feedback from clients that demonstrate your ability to meet their needs effectively.
How to prepare for a job interview at mbf
✨Showcase Your Leadership Skills
As a Financial Planning Support Team Leader, you'll need to demonstrate your ability to lead and develop a team. Prepare examples of how you've successfully managed teams in the past, focusing on your approach to training, performance reviews, and fostering a positive team culture.
✨Highlight Client Service Experience
This role requires a strong client service track record, especially with Ultra High Net Worth clients. Be ready to discuss specific instances where you've gone above and beyond for clients, showcasing your understanding of their unique needs and how you addressed them.
✨Demonstrate Financial Knowledge
A solid understanding of investment and financial planning principles is crucial. Brush up on relevant concepts and be prepared to discuss how these apply to the role. If you have any qualifications or are working towards them, make sure to mention this during the interview.
✨Prepare Questions About the Company
Show your interest in the firm by preparing thoughtful questions about their culture, values, and future goals. This not only demonstrates your enthusiasm for the position but also helps you assess if the company aligns with your career aspirations.