Head of Financial Planning (IFA / Wealth Management)

Bircham Wyatt Recruitment; London; On-site; GBP 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a dynamic Head of Financial Planning to join their top 1% firm. This role focuses on delivering exceptional, client-first financial advice to high-net-worth individuals and their families. You will have the autonomy to grow your team and make a significant impact on the firm's future. With a supportive professional team managing compliance, you can concentrate on what you do best—building client relationships and enhancing their financial well-being. This is a unique opportunity to be part of a rapidly growing firm that values excellence and trust.

Qualifications

• Chartered Financial Planner or IFA/Wealth Manager working towards certification.
• Proven ability to grow a client book and enhance client relationships.

Responsibilities

• Lead financial planning with a focus on holistic client advice.
• Grow a team and double the business in the next 5 years.

Skills

Chartered Financial Planner

Client Relationship Management

Sales Skills

Wealth Management

Education

Chartered Financial Planner Certification

Wealth Management Qualification

Job description

Mayfair, £80-£120k+ basic salary, values-led, FT advisor top 1% firm

You loved your work. Now it doesn’t feel the same.

Maybe you’ve had to focus on targets and box-ticking, rather than real financial planning. Or perhaps you’re self-employed, held back by a changing market.

You would only consider moving to a firm that puts clients first—one which prioritises giving the right advice to HNWI and their families through a holistic approach tailored to their lives and goals.

You enjoy sales, bringing your advice to new clients and deepening existing relationships. Your advice enhances their lives, something you want to build on.

You will join as their Head of Financial Planning, in a newly created position, embodying their values of excellence, trust, family, and listening.

Backed by full support from a professional team who will handle all compliance and administration, so you can focus on the work you are best at.

They have been judged a top 1% UK wealth management firm by FT Advisor through independent research. Funds under management have grown 20% year on year to £250m.

As you make your mark in this senior position, you’ll have the opportunity to grow your team, with an achievable aim to double their business in the next 5 years.

You’ll be a key part of their future and rewarded for it.

I can provide full insight into the role, culture, growth plans, and context before you confirm your interest. All conversations will be fully confidential.

About you

• A Chartered Financial Planner or IFA / Wealth Manager working towards this.
• You enjoy bringing onboard new clients who’ll benefit from whole-of-market advice.
• You know how to grow a client book and are keen to keep improving.

We are open-minded about your level of experience; it’s your capability that matters.

Don’t worry if your CV isn’t up to date. Use what you have, and we can deal with the rest later.

If you have any questions before applying, please contact Greg Wyatt at (phone number removed) or [e-mail].

Compensation and benefits

The package will be tailored to be attractive, fair, and commensurate with your contribution. This could be a basic salary in the range of £80k to £120k.

You’ll be fairly compensated if you can bring a client book with you, though it’s not a requirement.

Other details

Based at their offices in Mayfair, they find they get the best commitment by meeting clients on site.

If you have a non-compete agreement, we will help you work through this to ensure there are no issues.

Application process:

1. I will review every application, and you’ll receive a response within three days.
2. Initial conversations with me to see if it’s the right move for you.
3. Competency and cultural interview with the employer.
4. Final panel interview with presentation.