Social network you want to login/join with:Head of Financial Planning Support, tunbridge wellscol-narrow-leftClient:mbfLocation:Job Category:Other-EU work permit required:Yescol-narrow-rightJob Views:3Posted:10.06.2025Expiry Date:25.07.2025col-wideJob Description:Head of Financial Planning SupportHybrid – Tonbridge, Kent (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:4 Client Services AdministratorsReporting 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 officesEnsuring timely, consistent support is provided to Financial Planners and their clientsOverseeing workflows, allocating resources effectively, and managing day-to-day operationsSupporting recruitment and ongoing team development through coaching and mentoringEmbedding a customer-first culture and operational best practice across the teamWorking closely with senior management on service development and process improvementProven leadership experience within wealth management, financial planning, or private bankingA strong background in operations, service delivery, and team managementExcellent communication skills and a collaborative approachA proactive mindset with a strong focus on quality, compliance, and customer careWhat’s on offer:£65,000 – £80,000 salary depending on experience15% non-contributory pension schemePrivate medical insuranceLife cover, income protection, annual health screeningGym subsidy, virtual GP, cycle-to-work scheme, season ticket loanFlexible hybrid working: 3 days in-office, 2 from home, with travel to other UK offices as requiredIf 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.
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