Financial Planning Support Team Leader

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

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