Head of Advice: Lead HNW Financial Planning & Team

Head of Advice: Lead HNW Financial Planning & Team

Full-Time 80000 - 100000 £ / year (est.) No working from home possible
Amber River Premier

At a Glance

  • Tasks: Lead a dynamic Financial Planning team and manage High-Net-Worth client portfolios.
  • Company: Join Amber River Premier, a top Chartered Financial Planning firm in Marlow.
  • Benefits: Competitive salary, professional development, and a chance to shape the future of financial advice.
  • Other info: Be part of a supportive environment focused on growth and excellence.
  • Why this job: Make a real impact by delivering exceptional financial outcomes for clients while leading a talented team.
  • Qualifications: Proven leadership skills and experience in high-quality financial advisory.

The predicted salary is between 80000 - 100000 £ per year.

Amber River Premier, a Chartered Financial Planning firm based in Marlow, is seeking an exceptional Head of Advice to join our Senior Management Team. This dual-role combines leading the Financial Planning team with managing a select portfolio of High-Net-Worth clients. You will split time 50/50 between leadership/development responsibilities and high-quality client advisory work, delivering outstanding outcomes while growing the business and maintaining regulatory standards.

Head of Advice: Lead HNW Financial Planning & Team employer: Amber River Premier

Amber River Premier is an outstanding employer that fosters a collaborative and innovative work culture in the picturesque town of Marlow. With a strong commitment to employee development, we offer tailored growth opportunities and support for our team members to excel in their careers while delivering exceptional service to our High-Net-Worth clients. Join us to be part of a dynamic environment where your contributions are valued and rewarded.

Amber River Premier

Contact Details:

Amber River Premier Recruitment Team

We think you need these skills to ace Head of Advice: Lead HNW Financial Planning & Team

Leadership Skills
Financial Planning
Client Advisory
High-Net-Worth Client Management
Regulatory Compliance
Business Development
Team Management