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- Tasks: Lead a team of financial advisers while advising high net worth clients on wealth management.
- Company: Reputable Chartered independent wealth planning firm based in Surrey.
- Benefits: Competitive salary, bonuses, and comprehensive health benefits including income protection.
- Other info: Opportunity for professional growth and development in a supportive environment.
- Why this job: Join a respected firm with a strong community focus and make a real impact in financial advice.
- Qualifications: 10+ years in wealth management and 3-5 years in leadership roles required.
The predicted salary is between 86000 - 114000 £ per year.
Job Description
- Head of Financial Advice / Senior Financial Planning Manager
- 60% advising duties – working with HNW clients (£1m+)
- 40% management duties – managing 4 advisers
- Surrey based Chartered IFA
- £100k – £130k basic salary plus benefits and bonuses
- Benefits: Death in Service, Critical Illness Cover, Income Protection
The Business
My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested.
The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too.
The Role
The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers.
If this role sounds of interest or any other roles I am working on please get in touch.
Head of Financial Advice employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Advice
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant groups on LinkedIn, and don’t be shy about reaching out to former colleagues or mentors. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you’re chatting with potential employers or at networking events, make sure to highlight your experience with HNW clients and your leadership skills. Share specific examples of how you’ve improved team performance or client satisfaction. We want to see your passion and expertise shine through!
✨Prepare for Interviews
Do your homework before any interview! Research the company, understand their values, and think about how your experience aligns with their needs. We recommend preparing some thoughtful questions to ask them too – it shows you’re genuinely interested and engaged.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can give you an edge, as we often have insights into the hiring process and can help you stand out. Let’s get you that dream job together!
We think you need these skills to ace Head of Financial Advice
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Head of Financial Advice role. Highlight your experience with HNW clients and any leadership roles you've held. We want to see how your background aligns with our needs!
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 role. Share specific examples of your achievements in financial advising and team management that demonstrate your strategic mindset.
Showcase Your Skills: Don’t forget to showcase your skills relevant to both advising and management. We’re looking for someone who can juggle client relationships and team leadership, so make sure to highlight your expertise in both areas.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
As a Head of Financial Advice, you'll need to demonstrate your expertise in financial metrics. Brush up on key performance indicators (KPIs) relevant to wealth management and be ready to discuss how you've used them to drive success in previous roles.
✨Showcase Leadership Experience
Since this role involves managing a team of advisers, prepare examples that highlight your leadership style. Think about specific instances where you’ve successfully led a team, improved performance, or mentored others in the financial planning space.
✨Understand the Client Base
Familiarise yourself with the types of high net worth clients the firm serves. Be prepared to discuss tailored strategies for advising clients with £1m+ assets, and how you can enhance client satisfaction and retention based on your past experiences.
✨Engage with the Company Culture
Research the firm's reputation and community involvement. During the interview, express your enthusiasm for their commitment to customer satisfaction and how you can contribute to maintaining and enhancing that culture within the team.