National Head of Wealth Management

Clear IT Recruitment Limited; Leeds; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading professional services group in the UK is seeking a National Head of Wealth Management. This role involves leading the Wealth Management division, implementing growth strategies, and ensuring exceptional financial advice. Candidates should possess strong leadership skills, experience in financial planning, and knowledge of FCA compliance. This opportunity offers a significant role in a reputable firm known for quality and client-focused service.

Qualifications

• Experienced financial planning professional with a background in leadership.
• Proven success in building client relationships and managing strategic growth.
• Strong knowledge of FCA compliance and financial products.

Responsibilities

• Lead the Wealth Management division and implement a business growth strategy.
• Develop and maintain strong relationships with clients and internal stakeholders.
• Provide comprehensive and regulated financial planning advice.

Skills

Leadership in financial planning

Relationship building

Strategic planning

FCA compliance knowledge

Job description

My client is a nationally established professional services group offering accountancy, advisory, and fully independent financial planning services. With strong UK coverage and a reputation for quality, the firm combines national capability with the personal approach of an independent practice.

Their Wealth Management division is expanding, and an excellent senior leadership opportunity has arisen.

The Opportunity

A key position is available for an experienced and commercially driven financial planning professional to lead the firm’s national Wealth Management function.

As National Head of Wealth Management, you will set the strategic direction of the division, drive growth across multiple offices, and ensure clients receive exceptional, regulated financial advice that supports their long-term objectives. You will work closely with Partners across the business to enhance collaboration, increase referrals, and strengthen the overall client proposition.

Key Responsibilities

• Lead and grow the Wealth Management division, delivering a strategic business plan with clear revenue and expansion targets.
• Build strong relationships with clients, Partners, and internal teams to drive referrals and new business.
• Provide comprehensive financial planning advice across pensions, investments, protection, and estate planning.
• Maintain oversight of FCA compliance...