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- Tasks: Lead and develop a team of experienced Financial Advisors while managing existing client relationships.
- Company: Join a respected and growing IFA Practice that values innovation and its people.
- Benefits: Enjoy a flexible work-life balance, autonomy in your role, and significant career progression opportunities.
- Why this job: Be part of a forward-thinking culture where your ideas matter and you can make a real impact.
- Qualifications: Chartered status or equivalent with a proven track record in holistic financial advice is preferred.
- Other info: You’ll have the support to build and recruit your own team as demand grows.
The predicted salary is between 43200 - 72000 £ per year.
Our client, a well established and respected, growing, and successful IFA Practice, is seeking to recruit a driven, dynamic and ambitious, experienced Financial Advisor to join them as Head of Advisory to their team of experienced IFA Advisors within the financial planning firm.
The role offers the autonomy to build something meaningful, with healthy introductions and support from day one. Taking on a solid foundation of existing clients you will be tasked with leading, developing, and building a team within a business that values its people and embraces new ideas.
The ideal candidate will have the ambition and leadership skills to build and continue the department's success, whilst leading by example, implementing processes, and laying the groundwork for future growth. With the firm’s full support, you’ll have the scope to recruit and develop your own team as demand increases.
You will ideally be Chartered status (or equivalent), with a proven track record in delivering holistic, expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
The firm offers a forward-thinking culture with a focus on work-life balance, flexibility, and innovation and significant opportunities for career progression as the Practice grows.
Head of Advisory employer: Burton Recruitment
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Advisory
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role and the company culture.
✨Tip Number 2
Research the firm thoroughly. Understand their values, mission, and recent developments. This knowledge will help you tailor your conversations and demonstrate your genuine interest in contributing to their success.
✨Tip Number 3
Prepare to discuss your leadership style and how you plan to develop a team. Think about specific examples from your past experiences that showcase your ability to lead and inspire others in a financial advisory context.
✨Tip Number 4
Stay updated on industry trends and regulatory changes. Being knowledgeable about current issues in financial planning will not only impress during discussions but also show your commitment to providing expert advice.
We think you need these skills to ace Head of Advisory
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your leadership experience and expertise in financial advisory. Emphasise your achievements in building teams and delivering holistic financial advice, as these are key aspects of the Head of Advisory role.
Craft a Compelling Cover Letter: In your cover letter, express your ambition and vision for the role. Discuss how your background aligns with the firm's values and culture, particularly your approach to team development and client relationship management.
Showcase Relevant Experience: When detailing your work history, focus on specific examples where you have successfully led teams or implemented processes that contributed to growth. Use metrics to quantify your success whenever possible.
Highlight Professional Qualifications: If you hold Chartered status or equivalent qualifications, make sure to prominently feature these in your application. This will demonstrate your credibility and commitment to professional excellence in financial advisory.
How to prepare for a job interview at Burton Recruitment
✨Showcase Your Leadership Skills
As a candidate for the Head of Advisory position, it's crucial to demonstrate your leadership abilities. Prepare examples of how you've successfully led teams in the past, focusing on your approach to mentoring and developing others.
✨Highlight Your Client-Centric Approach
This role requires a strong focus on client needs. Be ready to discuss specific instances where you've tailored financial strategies to meet individual client goals, showcasing your expertise in holistic financial planning.
✨Emphasise Your Vision for Growth
The firm is looking for someone who can build and develop a team. Share your vision for how you would grow the advisory department, including any innovative ideas you have for attracting new clients and enhancing service delivery.
✨Prepare for Cultural Fit Questions
Given the firm's emphasis on work-life balance and innovation, be prepared to discuss how your values align with their culture. Think about how you can contribute to a positive work environment and support a forward-thinking culture.
