Head of IFA (Wealth Management / Financial Planning / HNWI)

JR United Kingdom; London; On-site; GBP 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Head of Financial Planning to join their top 1% wealth management firm in Mayfair. This role offers a competitive salary and the chance to make a significant impact by prioritizing client-centric advice for high-net-worth individuals. With full support from a professional team, you will focus on what you do best—providing tailored financial solutions. This is an exciting opportunity to grow your own team and help the firm double its business in the next five years. If you are passionate about financial planning and client success, this role is for you.

Qualifications

• Experience in financial planning with a focus on HNWI clients.
• Ability to grow a client book and provide holistic advice.

Responsibilities

• Lead financial planning efforts and enhance client relationships.
• Grow the team and contribute to the firm's business expansion.

Skills

Chartered Financial Planner

Wealth Management

Client Relationship Management

Sales Skills

Education

CII Certification

CISI Certification

LIBF Certification

Job description

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Head of IFA (Wealth Management / Financial Planning / HNWI), london

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Client:

Bircham Wyatt Recruitment

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

05.05.2025

Expiry Date:

19.06.2025

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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.

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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.

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About you

• A Chartered Financial Planner or IFA / Wealth Manager working towards this (could be CII, CISI, LIBF).

• 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 07896 092024 or [emailprotected] .

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.

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