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Financial Planning Support Team Leader, bath
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Client:
mbf
Location:
bath, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
3
Posted:
22.08.2025
Expiry Date:
06.10.2025
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Job Description:
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.
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