Head of Wealth

Eaton; Nottingham; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading financial services group in Nottingham is looking for a qualified adviser to take a founding leadership role in their new Wealth Management Division. You'll provide client-focused financial advice and have the opportunity to shape and scale the service from day one. Ideal candidates will hold a Level 4 Diploma and have 3-5 years of experience in regulated financial advice. The role offers a unique chance to lead and deliver financial solutions to clients.

Qualifications

• Possess a Level 4 Diploma in financial advice or equivalent.
• 3-5 years of experience providing regulated financial advice.
• Demonstrate excellent leadership and client delivery skills.

Responsibilities

• Provide compliant, client-focused financial advice (restricted model).

Skills

Client-focused financial advice

Leadership skills

Commercial acumen

Education

Level 4 Diploma (DipFA or equivalent)

Job description

Overview

Eaton Syalon are recruiting on behalf of a leading financial services group launching a new Wealth Management Division. This is a rare opportunity for a qualified adviser to take a founding leadership role, shaping and scaling a new proposition from day one.

Responsibilities

• Provide compliant, client-focused financial advice (restricted model).

Qualifications

• Level 4 Diploma (DipFA or equivalent).
• 3-5 years' experience in regulated financial advice.
• Proven leadership and client delivery skills.
• Commercially astute, ambitious, and collaborative.