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Financial Planning Support Team Leader
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)
- Income protection & life cover (4x salary)
- 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
- Excellent client service track record
- 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.
