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Head of Wealth – Up to £140,000 + Benefits
A respected UK-based financial services firm, renowned for delivering integrated solutions in wealth management, employee benefits, and insurance, is seeking a Head of Wealth to lead its thriving advisory division. With a track record of providing exceptional, client-focused guidance, the firm prides itself on its personal and collaborative approach.
About the Firm
- Established Expertise: Over two decades of experience in the financial sector, offering holistic solutions to both individual and corporate clients.
- Client-Centric Approach: Known for building long-term relationships through tailored advice, transparent communication, and dedicated support.
- Supportive Culture: Emphasises continuous professional development and teamwork, enabling staff to excel in delivering outstanding client outcomes.
The RoleReporting directly to the Board, the Head of Wealth will:
- Strategic Leadership: Define and implement the long-term strategy for the wealth division, ensuring consistent growth and profitability.
- Team Management: Lead, mentor, and develop a team of financial advisors and support staff, fostering a high-performance culture.
- Client Engagement: Oversee key client relationships, maintain robust service standards, and ensure tailored, proactive financial planning solutions.
- Regulatory Compliance: Uphold compliance within the division, staying current with industry regulations and best practices.
- Business Development: Identify new market opportunities, forge strategic partnerships, and expand the firm’s client base.
About You
- Proven Experience: Significant leadership experience in a wealth management or financial advisory setting, ideally at director or senior management level.
- Professional Qualifications: Fully qualified to provide independent financial advice (Level 4 Diploma or above); Chartered status (or working towards) is highly advantageous.
- Strategic Thinker: Demonstrable success in devising and implementing business strategies to drive revenue growth.
- Inspirational Leader: Skilled in motivating teams, nurturing talent, and championing a client-first culture.
- Commercial Acumen: Strong track record of expanding services, improving operational efficiencies, and meeting financial objectives.
Remuneration
- Salary: Up to £140,000 per annum, dependent on experience
- Benefits: Competitive package including performance-related bonus, pension contribution, professional development support, and other company benefits
How to ApplyPlease submit your CV and a covering letter detailing your relevant experience and motivation for this position. Shortlisted candidates will be invited to an initial interview to discuss the role in more detail.
Join an award-winning firm committed to delivering exceptional advice to its clients. Shape the future of a dynamic wealth management division and lead a team that prides itself on integrity, innovation, and exemplary client service. This is an exciting opportunity for an accomplished financial professional to make a lasting impact.
