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- Tasks: Lead financial planning, budgeting, and analysis while managing an existing client bank.
- Company: Join a fully independent firm with offices in Leatherhead and London.
- Benefits: Enjoy hybrid working, a competitive salary up to £75,000, plus bonuses and commissions.
- Why this job: Be part of a dynamic team driving business growth and profitability with strategic insights.
- Qualifications: Chartered status or working towards it is ideal; versatility is key.
- Other info: This role offers the chance to wear many hats and make a real impact.
The predicted salary is between 45000 - 75000 £ per year.
An exciting opportunity for a Head of Financial Planning for our Client who have offices in Leatherhead, Surrey and London. They are fully independent.
The role will be looking after an existing client bank who can also drive the business forward. You will be responsible for the strategic financial planning, budgeting, forecasting, and analysis functions within the organisation. This role involves providing financial insights and recommendations to support business growth and profitability, working closely with senior leadership and other departments.
Ideally you should be Chartered or working towards. They offer hybrid working. Salary up to £75,000 plus bonuses and commissions which can be discussed. You should be an individual who is capable of wearing many hats.
Please get in touch if you require further information.
Head of Financial Advice (IFA) employer: Cameron James
Contact Detail:
Cameron James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Advice (IFA)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already in leadership roles. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends.
✨Tip Number 2
Familiarise yourself with the specific financial products and services offered by independent financial advisors. This knowledge will help you demonstrate your expertise and understanding of the market during interviews.
✨Tip Number 3
Prepare to discuss your experience in strategic financial planning and how you've successfully driven business growth in previous roles. Use specific examples to illustrate your impact and leadership skills.
✨Tip Number 4
Research the company’s values and culture to align your approach during discussions. Showing that you understand their mission and how you can contribute will set you apart from other candidates.
We think you need these skills to ace Head of Financial Advice (IFA)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, budgeting, and analysis. Emphasise any leadership roles you've held and your ability to drive business growth.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills align with their needs, particularly in strategic financial planning and working with senior leadership.
Showcase Your Qualifications: If you are Chartered or working towards it, make this clear in your application. Mention any relevant certifications or training that demonstrate your expertise in financial advice.
Highlight Your Adaptability: Since the role requires wearing many hats, provide examples of how you've successfully managed multiple responsibilities in previous positions. This will show your potential employer that you're versatile and ready for the challenge.
How to prepare for a job interview at Cameron James
✨Showcase Your Strategic Thinking
As a Head of Financial Advice, you'll need to demonstrate your ability to think strategically. Prepare examples of how you've successfully developed and implemented financial strategies in the past, and be ready to discuss how you can apply these skills to drive business growth.
✨Understand the Client Bank
Familiarise yourself with the existing client bank that you'll be managing. Research their profiles and needs, and think about how you can enhance their experience. This will show your potential employer that you're proactive and client-focused.
✨Highlight Your Leadership Skills
This role involves working closely with senior leadership and other departments. Be prepared to discuss your leadership style and provide examples of how you've successfully led teams or projects in the past, especially in a financial context.
✨Prepare for Technical Questions
Given the nature of the role, expect technical questions related to financial planning, budgeting, and forecasting. Brush up on key concepts and be ready to explain your thought process when tackling complex financial scenarios.
