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Managing Director of London Division

Ortus PSR
Posted 4 days ago, valid for a month
Location

London, Greater London EC1R 0WX

Salary

£45,000 - £54,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A reputable IFA practice based in Harrogate is seeking a Managing Director / Head of London Division to expand their operations in the City of London.
  • The role involves developing a strategic plan focused on High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, while leading and mentoring a team of Advisers.
  • Candidates should have proven experience in the financial industry, ideally with a personal book of clients and a strong network in London.
  • The position offers a generous base salary and a 'golden handshake' bonus equivalent to 1x revenue payout on year 3, along with a lucrative management scheme.
  • A minimum of several years of experience in financial services is required to be considered for this role.

Location: City of London

Are you ready to take on an exciting opportunity to help support a well-known family brand in the heart of the financial world in Harrogate, expand their thriving IFA practise with an office in the City of London.

About our client:

My client is a highly reputable IFA practice based in Harrogate with a well-established family brand name. Their mission is to provide exceptional financial advisory services to their clients, and they are now ready to take their expertise to the next level in the City of London. With a strong track record of success, they are looking for a driving force, Managing Director / Head of London Division, to lead their expansion into this new territory, by building a dynamic team and attractive client proposition, creating a successful High Net Worth (HNW) / Ultra High Net Worth (UHNW) division.

Key Responsibilities:

  • Develop and execute a strategic plan for the London division, with a focus on HNW and UHNW clients.
  • Lead, mentor, and manage a team of Advisers to ensure top-notch service and client satisfaction.
  • Maintain a personal book of clients while actively expanding your network and revenue.
  • Drive the growth and recognition of our brand in the London market.

Qualifications:

  • Proven experience in the financial industry, ideally still advising and managing your own book of clients.
  • A strong network in the City of London and experience in managing a successful team of Advisers.
  • A track record of achieving growth and success in a competitive financial services environment.

What We Offer:

  • A generous base salary.
  • A "golden handshake" bonus equivalent to 1x revenue payout on year 3, with the opportunity to receive it again upon retirement (includes growth).
  • A lucrative management scheme where you earn a percentage of your team's revenue.

If this sounds like something of interest, we want to hear from you!

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.