mbf provided pay rangeThis 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 benefitsWe’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 salary15% non-contributory pensionPrivate medical insurance (for you and your household)Annual health screening, virtual GP and gym subsidySeason ticket loan and cycle-to-work schemeExtensive learning and development opportunitiesKey Responsibilities

Lead, support, and develop a team of financial planning support staffDeliver outstanding service to UHNW clients and advisersConduct regular 1-2-1s, training, and performance reviewsEnsure compliance, risk management, and operational efficiencySupport one Financial Planner directly when requiredPrepare and chair team meetingsCoordinate client actions and manage records accuratelyAssist with business development and client eventsAbout You

Strong understanding of investment and financial planning principlesExperience in wealth management or financial planning supportProven people management or team leadership experienceHigh attention to detail and strong organisational skillsProgress towards Level 4 Diploma (CII) preferred, or willingness to studyThis 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 levelEmployment type

Full-timeJob function

Administrative and ManagementReferrals increase your chances of interviewing at mbf by 2x

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