Head of Financial Planning Support

Head of Financial Planning Support £65,000 – £80,000 Exceptional Pension Excellent Benefits Hybrid – London (3 days in-office, 2 days from home) We're recruiting on behalf of a well-established wealth and asset management firm, part of a leading international banking group with a strong presence across the UK. Known for its client-centric approach, long-term thinking, and financial strength, the firm delivers investment management, financial planning, and private banking services to high-net-worth individuals and families. This newly created Head of Financial Planning Support position plays a vital leadership role in supporting a national team of Financial Planners. You’ll manage a large and geographically dispersed support function, helping ensure high-quality, consistent service delivery and operational efficiency across the UK. You’ll oversee a team comprising: 12 Financial Planning Administrators 4 Client Services Administrators 3 Team Leaders Reporting to the Head of Wealth, you’ll lead by example to drive performance, enhance service delivery, and embed a culture of excellence across all support teams. Key responsibilities include: Leading and developing a high-performing Wealth Support team across multiple UK offices Ensuring timely, consistent support is provided to Financial Planners and their clients Overseeing workflows, allocating resources effectively, and managing day-to-day operations Supporting recruitment and ongoing team development through coaching and mentoring Embedding a customer-first culture and operational best practice across the team Working closely with senior management on service development and process improvement We’re looking for: Proven leadership experience within wealth management, financial planning, or private banking A strong background in operations, service delivery, and team management Excellent communication skills and a collaborative approach A proactive mindset with a strong focus on quality, compliance, and customer care What’s on offer: £65,000 – £80,000 salary depending on experience 15% non-contributory pension scheme Private medical insurance Life cover, income protection, annual health screening Gym subsidy, virtual GP, cycle-to-work scheme, season ticket loan Flexible hybrid working: 3 days in-office, 2 from home, with travel to other UK offices as required If you're an experienced people leader ready to make a lasting impact in a forward-thinking wealth management environment, we’d love to hear from you.

Location: London, GB

Posted Date: 6/15/2025