IT & Software

Head of Support & Development | Chartered IFA | London

BWD Search & Selection

London · England · United Kingdom

A Chartered Independent Financial Planning firm in London is looking to appoint a Head of Support & Development.

This is a spectacular opportunity for an experienced leader to take an already strong support function and turn it into a genuine “centre of excellence.”

We are looking for someone to lead a team of around 13 people, made up of approximately 7 Paraplanners and 6 Administrators, having real freedom to shape how the teams operate, how people are mentored and developed, and what progression looks like.

A key part of this role will be creating clear development pathways across the support function, including the longer-term ambition of building a future academy for Administrators and Paraplanners and helping to develop the next generation of financial planning talent.

The firm has a modern, people-first culture, with a strong focus on delivering high-quality, ethical financial planning.

A few highlights:

  • Up to c.£85k basic (flexible) + discretionary bonus
  • Ownership of training, development, standards and processes
  • Build progression pathways and a future academy
  • Hybrid with 3 days a week in office

They are looking for an experienced leader from a Paraplanning / Financial Planning background, ideally with experience managing and developing Paraplanners. Chartered status and experience within the HNW/UHNW space would be highly desirable.

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Reference: WJ-766_22497179

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