At a Glance
- Tasks: Lead a team, oversee compliance, and drive commercial growth in a dynamic financial planning firm.
- Company: Boutique wealth planning firm in Surrey with a strong growth trajectory.
- Benefits: Competitive salary around £100k plus equity stake and career progression to CEO.
- Other info: Join a successful team with over £200m AUM and a focus on high-net-worth clients.
- Why this job: Shape the future of a growing firm and step into a CEO role in just 3 years.
- Qualifications: Proven experience in managing advisers and driving business growth in financial planning.
The predicted salary is between 90000 - 110000 £ per year.
- Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.
- Head of Advice – route to CEO in 3 years
- Succession planning role
- Surrey based financial planning firm
- Salary negotiable – circa £100k plus equity stake in the business
- Duties Cover: Team Leadership, Compliance, Commercial Growth and Acquisition
I am currently recruiting for a boutique wealth planning firm based in Surrey who I have placed staff into.
My client provides a full suite of advice covering Pensions, Investments, Tax Planning, IHT, Trusts and some Protections to clients HNW retirees, families and City professionals across the UK.
My clients' funds/assets under management have doubled in the last 12 months due to organic growth with over £200m AUM.
A typical client has between £400k - £500k to invest but with their top clients with over £1m to invest.
My client are seeking a highly experienced professional on an employed basis, to take on a role as Head of Advice where you will oversee the investment proposition, manage advisers and oversee their performance allowing the MD to focus on strategic work and new business.
The MD is looking to step back into a Chairmanship position in the future and is looking for someone to be moulded into the next CEO of the business. xgikmsk You will either be actively advising and have managed advisers in the past or a non-advising executive from a financial planning firm who has a demonstrable track record of successfully managing a team of advisers, commercial growth, overseeing compliance functions and leadership of a growing business.
If this would be of interest or any other Adviser roles I am working on please do get in touch
...
Head of Advice - Route to CEO in 3+ Years in Westcott employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Head of Advice - Route to CEO in 3+ Years in Westcott
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Head of Advice - Route to CEO in 3+ Years in Westcott
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
