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Head of Financial Planning Support, maidstone
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Client:
mbf
Location:
maidstone, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
3
Posted:
10.06.2025
Expiry Date:
25.07.2025
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Job Description:
Head of Financial Planning Support
Hybrid – 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 Administrators
* 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
* 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.
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