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For Companies At a Glance
- Tasks: Lead a high-performing team to drive growth and operational excellence.
- Company: Join an award-winning financial planning firm with ambitious growth targets.
- Benefits: Enjoy flexible working options and a competitive salary up to £120,000.
- Why this job: Shape the future of wealth management while making a strategic impact.
- Qualifications: Must have IFA experience, strong sales skills, and regulatory knowledge.
- Other info: This is a home-based leadership role with significant influence on success.
The predicted salary is between 72000 - 168000 £ per year.
Head of Wealth | Strategic Leadership Opportunity
About the Role
We are partnering with an award-winning, nationally recognised financial planning firm that looks to grow by £500m AUM p.a. As Head of Wealth, you will play a pivotal leadership role in driving operational excellence, team performance, and client outcomes. Reporting directly to the CEO, you will shape the next stage of the firm’s growth strategy and culture.
Key Responsibilities
- Lead and Inspire : Oversee a team of client facing senior staff to ensure a collaborative and high-performance environment.
- Drive Growth : Champion recruitment, training, and development of IFAs and supervisors to increase team capability and achieve ambitious AUM targets.
- Ensure Excellence : Maintain the firm’s exceptional standards, including its low complaint rate and trusted relationships with the regulator.
- Strategic Impact : Contribute to executive governance, risk management, and compliance committees.
- Operational Rigor : Implement best-in-class processes aligned with FCA regulations, driving measurable outcomes and efficiency.
Ideal Candidate Profile
- Proven Expertise : A background as an IFA with strong sales experience and leadership skills.
- Strategic Mindset : Ability to translate strategy into actionable plans, leading teams to deliver results.
- Regulatory Knowledge : Deep understanding of FCA rules, compliance, and risk management practices.
- Collaborative Leader : A track record of fostering team engagement and delivering sustainable growth.
Why Join?
- Growth Ambition : Contribute to a firm with an ambitious £500m AUM annual target and a reputation for excellence.
- Flexible Working : Home-based leadership role with opportunities for strategic impact.
- Competitive Package : A salary of up to £120,000, coupled with opportunities to influence long-term success.
Head of Wealth Management employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Wealth Management
✨Tip Number 1
Make sure to highlight your leadership experience in previous roles. As the Head of Wealth, you'll need to inspire and lead a team, so showcasing your ability to foster collaboration and high performance is crucial.
✨Tip Number 2
Demonstrate your strategic mindset by discussing specific examples where you've successfully translated strategy into actionable plans. This will show that you can drive growth and achieve ambitious AUM targets.
✨Tip Number 3
Emphasize your regulatory knowledge and experience with FCA rules. Given the importance of compliance and risk management in this role, being able to speak confidently about these topics will set you apart.
✨Tip Number 4
Network with professionals in the wealth management sector. Building relationships with industry peers can provide valuable insights and potentially lead to referrals or recommendations for this position.
We think you need these skills to ace Head of Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA, focusing on your sales achievements and leadership roles. Use specific metrics to demonstrate your impact on team performance and client outcomes.
Craft a Compelling Cover Letter: In your cover letter, emphasize your strategic mindset and how you can translate the firm's growth ambitions into actionable plans. Mention your understanding of FCA regulations and your approach to risk management.
Showcase Leadership Experience: Provide examples of how you've led teams in the past, particularly in high-performance environments. Highlight any recruitment, training, or development initiatives you've spearheaded that align with the role's responsibilities.
Demonstrate Regulatory Knowledge: Include details about your familiarity with FCA rules and compliance practices. This will show that you are well-equipped to maintain the firm's exceptional standards and trusted relationships with regulators.
How to prepare for a job interview at Stephenson Executive Search
✨Showcase Your Leadership Skills
As a candidate for the Head of Wealth position, it's crucial to demonstrate your leadership experience. Prepare examples of how you've successfully led teams in the past, focusing on collaboration and high performance.
✨Highlight Your Strategic Mindset
Be ready to discuss how you translate strategic goals into actionable plans. Share specific instances where your strategic thinking has led to measurable outcomes, especially in terms of growth and client satisfaction.
✨Demonstrate Regulatory Knowledge
Given the importance of compliance in this role, ensure you are well-versed in FCA regulations. Be prepared to discuss how you've navigated regulatory challenges in previous positions and maintained high standards.
✨Emphasize Team Development
Talk about your experience in recruiting, training, and developing financial advisors. Highlight any successful initiatives you've implemented that have increased team capability and contributed to achieving ambitious targets.
