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- Tasks: Lead and grow the Wealth Management division, delivering strategic business plans and exceptional client advice.
- Company: Established professional services group with a strong reputation for quality and personal approach.
- Benefits: Competitive salary, 25 days holiday, hybrid working, and discounted healthcare.
- Why this job: Shape a national Wealth Management offering in a supportive and ambitious environment.
- Qualifications: Chartered or working towards Chartered status, with proven financial advisory experience.
- Other info: Opportunity to mentor a team and drive profitable growth across multiple offices.
The predicted salary is between 43200 - 72000 £ per year.
My client is a nationally established professional services group offering accountancy, advisory, and fully independent financial planning services. With strong UK coverage and a reputation for quality, the firm combines national capability with the personal approach of an independent practice.
Their Wealth Management division is expanding, and an excellent senior leadership opportunity has arisen.
A key position is available for an experienced and commercially driven financial planning professional to lead the firm’s national Wealth Management function.
As National Head of Wealth Management, you will set the strategic direction of the division, drive growth across multiple offices, and ensure clients receive exceptional, regulated financial advice that supports their long-term objectives. You will work closely with Partners across the business to enhance collaboration, increase referrals, and strengthen the overall client proposition.
Key Responsibilities
- Lead and grow the Wealth Management division, delivering a strategic business plan with clear revenue and expansion targets.
- Build strong relationships with clients, Partners, and internal teams to drive referrals and new business.
- Provide comprehensive financial planning advice across pensions, investments, protection, and estate planning.
- Maintain oversight of FCA compliance, including SMF16 (Compliance Oversight) and SMF17 (MLRO), supported by external specialists.
- Oversee research, product analysis, and suitability processes to ensure exceptional client outcomes.
- Manage, mentor, and develop the team (currently a paraplanner and administrator).
- Own the division’s P&L and ensure profitable, sustainable growth.
Requirements
- Chartered or working towards Chartered / Certified Financial Planner status.
- Proven experience as a Financial Adviser with FCA regulatory responsibility.
- Strong technical knowledge of pensions, investments, and financial planning legislation.
- Excellent communication, leadership, and relationship-building skills.
- Strong understanding of major platforms and planning tools, including Intelligent Office, Genovo, FE Analytics, Dynamic Planner, iPipeline, and Voyant.
Why Join?
- Competitive salary with annual review and performance bonus.
- 25 days holiday plus bank holidays and holiday buy/sell scheme.
- Hybrid working.
- Workplace pension, discounted healthcare (post-probation), and death-in-service cover.
- Discounted gym membership, cycle-to-work scheme, and flexible dress code.
- Supportive, ambitious environment with genuine scope to shape a national Wealth Management offering.
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
National Head Of Wealth Management in Leeds employer: Clear IT Recruitment
Contact Detail:
Clear IT Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land National Head Of Wealth Management in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. Building relationships can lead to referrals and insider info about job openings.
✨Tip Number 2
Showcase your expertise! Create a personal brand on LinkedIn by sharing insights, articles, or even your own financial planning tips. This will help you stand out as a thought leader in Wealth Management.
✨Tip Number 3
Prepare for interviews by researching the company and its culture. Tailor your responses to highlight how your experience aligns with their goals, especially in driving growth and client satisfaction.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace National Head Of Wealth Management in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the National Head of Wealth Management role. Highlight your leadership experience and any relevant financial planning qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Share your vision for the Wealth Management division and how you plan to drive growth and client satisfaction.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you've successfully led teams, driven revenue, or improved client outcomes in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our expanding Wealth Management division!
How to prepare for a job interview at Clear IT Recruitment
✨Know Your Numbers
As the National Head of Wealth Management, you'll need to demonstrate a strong grasp of financial metrics. Brush up on key performance indicators related to wealth management, such as revenue growth and client retention rates. Be ready to discuss how you've driven these metrics in your previous roles.
✨Showcase Your Leadership Style
This role requires excellent leadership skills, so think about how you can convey your approach to managing teams. Prepare examples of how you've mentored staff or led successful projects. Highlight your ability to build relationships with both clients and internal teams, as collaboration is key.
✨Understand Compliance Inside Out
With oversight of FCA compliance being a major responsibility, make sure you're well-versed in relevant regulations. Familiarise yourself with SMF16 and SMF17, and be prepared to discuss how you've ensured compliance in past positions. This will show that you take regulatory responsibilities seriously.
✨Be Client-Centric
The firm prides itself on exceptional client service, so come armed with examples of how you've put clients first in your previous roles. Discuss how you've built strong client relationships and provided tailored financial advice. This will demonstrate that you align with the firm's values and are ready to enhance their client proposition.
