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- Tasks: Lead and grow a financial planning team while advising clients.
- Company: Established accountancy practice with ambitious growth plans.
- Benefits: Six-figure salary, management incentives, equity, and directorship prospects.
- Why this job: Shape the future of financial planning in a dynamic environment.
- Qualifications: Proven leadership experience and fully-qualified financial adviser.
- Other info: Exciting long-term career opportunity with significant growth potential.
The predicted salary is between 36000 - 60000 £ per year.
An exceptional opportunity has arisen for an experienced Financial Adviser / Chartered Financial Planner with a solid track record in management to step into a key role within a well-established accountancy practice. The company has ambitious plans for growth and is looking to invest significantly by appointing a Head of Financial Planning to expand the firm's wealth planning business.
This is a new role whereby you will be provided with a blank canvas to grow the financial planning business. This will include building a new team of advisers across several locations to work closely with the accountancy side of the business to maximise opportunities with existing clients.
What you'll need to succeed:
- You will have a demonstrable track record of building and growing a team of advisers.
- Excellent leadership skills.
- Experience of working within compliance oversight.
- The drive and ambition to take on a role which will be focused on continued growth.
- Prepared to be hands-on in advising an existing client portfolio in the short-term whilst building your advisory team.
- Essential to be a fully-qualified financial adviser, ideally Chartered.
What you'll get in return:
- A 6-figure basic salary.
- Generous management incentives including significant equity and directorship prospects.
- This is an excellent long-term career opportunity to be part of an established and growing professional practice.
Head of Financial Planning: Equity Prospects in London employer: hays-gcj-v4-pd-online
Contact Detail:
hays-gcj-v4-pd-online Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Planning: Equity Prospects in London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Head of Financial Planning role.
✨Tip Number 2
Show off your leadership skills! When you get the chance to chat with potential employers, highlight your experience in building and managing teams. They want to see that you can grow their financial planning business.
✨Tip Number 3
Be hands-on! While you're building your advisory team, don’t shy away from advising existing clients. This shows your commitment and gives you a chance to demonstrate your expertise right off the bat.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your skills. Plus, it’s a great way to get noticed by the hiring team directly.
We think you need these skills to ace Head of Financial Planning: Equity Prospects in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Head of Financial Planning role. Highlight your experience in building and managing teams, as well as any relevant qualifications. We want to see how your background aligns with our ambitious growth plans!
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 your vision for growing the financial planning business and how you plan to maximise opportunities with existing clients.
Showcase Your Leadership Skills: Since this role requires excellent leadership skills, make sure to provide examples of how you've successfully led teams in the past. We love to see how you've motivated others and driven results in your previous positions.
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 hays-gcj-v4-pd-online
✨Know Your Numbers
As a Head of Financial Planning, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and trends relevant to the firm’s growth plans. Be ready to discuss how you've successfully managed portfolios and driven growth in previous roles.
✨Showcase Leadership Experience
This role requires excellent leadership skills, so prepare examples that highlight your experience in building and managing teams. Think about specific challenges you've faced and how you motivated your team to overcome them. This will show your potential employer that you can lead effectively.
✨Understand the Business Model
Familiarise yourself with the accountancy practice's business model and how financial planning integrates with it. Be prepared to discuss how you can leverage existing client relationships to expand the wealth planning business. This shows that you're not just a financial adviser but also a strategic thinker.
✨Prepare for Hands-On Questions
Since you'll be advising an existing client portfolio initially, expect questions about your advisory style and client management strategies. Prepare to share your approach to client relationships and how you balance hands-on advising with team leadership.
