Head of Financial Planning Support £65,000 - £80,000 + Exceptional Pension + Excellent BenefitsHybrid - Tunbridge, 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:
* 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:
1. Leading and developing a high-performing Wealth Support team across multiple UK offices
2. Ensuring timely, consistent support is provided to Financial Planners and their clients
3. Overseeing workflows...