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- Tasks: Lead and grow the UK Financial Planning team while driving business development.
- Company: Join a dynamic international wealth management group backed by venture capital.
- Benefits: Enjoy a competitive salary, pension, private medical insurance, and flexible working options.
- Why this job: Make a significant impact in a growing business with a supportive culture and ambitious goals.
- Qualifications: Proven experience in wealth management and strong leadership skills required.
- Other info: Flexible work location with occasional travel to London and Yorkshire offices.
The predicted salary is between 43200 - 72000 £ per year.
Job Advertisement: Financial Planning Director / Head of UK Financial Planning Location: Flexible, UK based with occasional travel to London & Yorkshire offices Salary: Negotiable, dependent on experience and qualifications Benefits: Pension, Private Medical Insurance (PMI), Death in Service (DIS), and more Are you ready to take the reins of a growing business and make your mark in the UK wealth management industry? We are seeking an exceptional Head of UK Financial Planning to lead the UK arm of an international wealth management group. Backed by a venture capital firm and with a global team of over 160 professionals, the UK division is a dynamic and ambitious enterprise poised for significant growth. Currently a small but dedicated team of 6 staff across two sites, the business is set for rapid expansion under your leadership. The Role As the Head of UK Wealth Management, you will: Leadership & Strategy: Hold SMF3 and drive the UK business forward by recruiting top-tier advisors, leveraging connections within the international group, and initiating impactful marketing campaigns. Business Development: Play a key role in expanding the UK client base, ideally bringing a personal client book or demonstrating strong confidence in attracting new business. Balanced Focus: Dedicate approximately 60% of your time to strategic management and business growth, with the remaining 40% advising clients. As the team grows, management responsibilities will increase. Flexibility: Work flexibly, with access to offices in London and Sheffield for meetings. About You We are looking for an entrepreneurial leader with a proven track record in wealth management. You will: Have experience in managing or building a successful UK based Financial Planning business. Be confident in leading teams, developing strategies, and delivering results. Possess strong client acquisition skills and ideally bring a personal client book. Hold the necessary qualifications and regulatory experience to assume SMF3 responsibility. Thrive in a fast-paced, flexible working environment. What We Offer The opportunity to lead and grow the UK arm of an established international business. A competitive salary, tailored to your experience and potential. Comprehensive benefits including Pension, PMI, and DIS. A flexible working arrangement to support your lifestyle and business goals. If you’re ready to take on this exciting challenge and play a pivotal role in shaping the future of UK Wealth Management, we want to hear from you.
Director of Financial Planning employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director of Financial Planning
✨Tip Number 1
Network strategically within the wealth management industry. Attend industry events, webinars, and conferences to connect with potential clients and other professionals who can refer you to opportunities.
✨Tip Number 2
Leverage your existing connections to showcase your leadership capabilities. Reach out to former colleagues or clients who can vouch for your skills in managing financial planning teams and driving business growth.
✨Tip Number 3
Stay updated on the latest trends in wealth management and financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to leading a forward-thinking team.
✨Tip Number 4
Prepare to discuss your vision for the UK financial planning market. Articulate how you plan to expand the client base and what strategies you would implement to attract top-tier advisors to your team.
We think you need these skills to ace Director of Financial Planning
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of the Director of Financial Planning position. Tailor your application to highlight your relevant experience in wealth management and leadership.
Highlight Your Achievements: In your CV and cover letter, focus on specific achievements in your previous roles that demonstrate your ability to lead teams, develop strategies, and grow a financial planning business. Use quantifiable metrics where possible.
Showcase Client Acquisition Skills: Since client acquisition is a key part of the role, be sure to include examples of how you've successfully attracted new clients in the past. If you have a personal client book, mention it prominently.
Tailor Your Cover Letter: Craft a compelling cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Make sure to connect your experience with the company's goals and vision.
How to prepare for a job interview at mbf
✨Showcase Your Leadership Experience
As a candidate for the Director of Financial Planning, it's crucial to highlight your previous leadership roles. Prepare specific examples of how you've successfully managed teams and driven business growth in the wealth management sector.
✨Demonstrate Business Development Skills
Be ready to discuss your strategies for client acquisition and business expansion. If you have a personal client book, mention it and explain how you plan to leverage it to grow the UK client base.
✨Understand the Company’s Vision
Research the company’s goals and values thoroughly. Be prepared to articulate how your vision aligns with theirs and how you can contribute to their ambitious growth plans in the UK market.
✨Prepare for Flexibility Questions
Since the role emphasizes flexibility, think about how you manage your time and adapt to changing circumstances. Share examples of how you've thrived in fast-paced environments and maintained productivity while working flexibly.
