Head of Financial Planning (IFA / Wealth Management)

www.topfinancialjobs.co.uk - Jobboard; London; On-site; GBP 80,000 - 120,000; Full time

Job summary

Join a top 1% wealth management firm as the Head of Financial Planning, where you will lead a team and focus on delivering exceptional financial advice. This role offers a competitive salary and the opportunity to significantly impact the firm's growth by enhancing client relationships and expanding the business. With a values-led approach, you will thrive in an environment that prioritizes client needs and fosters professional development. If you are passionate about financial planning and ready to take your career to the next level, this is the perfect opportunity for you.

Qualifications

• Experience in financial planning and wealth management.
• Proven track record of growing a client book.

Responsibilities

• Lead financial planning initiatives and client relationship management.
• Grow the team and contribute to business development.

Skills

Chartered Financial Planner

Client Relationship Management

Sales Skills

Education

Diploma in Financial Planning

Wealth Management Certification

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 d 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 do all the compliance and administration for you, 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 their 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 give you full insight into the role, culture, growth plans, and context before you confirm your interest. Any conversation we have 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 you re 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 you apply, please contact me, Greg Wyatt, on (phone number removed) or greg dot wyatt at bwrecruitment dot co dot uk.

Compensation and benefits

The package will be tailored to be attractive, fair and commensurate to 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.

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

Application process:

• I will review every application, and you ll have a response within three days
• Initial conversations with me to see if it s the right move for you
• Competency and cultural interview with the employer
• Final panel interview with presentation