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- Tasks: Lead a high-performing team to deliver exceptional financial advice and strategic direction.
- Company: A rapidly expanding nationwide financial planning firm with a focus on quality.
- Benefits: Hybrid working, attractive bonus scheme, and opportunities for professional growth.
- Why this job: Join a dynamic team and shape the future of financial advisory in a growing firm.
- Qualifications: Strong leadership skills and technical advisory expertise required.
The predicted salary is between 48000 - 72000 £ per year.
A nationwide financial planning firm is seeking a Head of Advice to lead the quality and strategic direction of their advisory function. This role blends technical advisory expertise with strong leadership, ensuring clients receive exceptional financial advice while developing a high-performing team. The firm is rapidly expanding, aiming to double their adviser count within 12-24 months. Hybrid working arrangements and an attractive bonus scheme are offered.
Head of Advice & Financial Planning – UK (Hybrid) in London employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Advice & Financial Planning – UK (Hybrid) in London
✨Tip Number 1
Network like a pro! Reach out to industry contacts and attend relevant events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to financial planning. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨Tip Number 3
Showcase your leadership skills! When discussing your experience, highlight times when you’ve led teams or projects. We want to see how you can inspire others and drive results in a fast-paced environment.
✨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 Head of Advice & Financial Planning – UK (Hybrid) in London
Some tips for your application 🫡
Show Your Leadership Skills: When writing your application, make sure to highlight your leadership experience. We want to see how you've successfully led teams in the past and how you can bring that expertise to our advisory function.
Demonstrate Technical Expertise: Don’t shy away from showcasing your technical advisory skills. We’re looking for someone who can blend this expertise with strategic direction, so include specific examples of your financial planning successes.
Tailor Your Application: Make your application stand out by tailoring it to our firm’s goals. Mention how you can help us double our adviser count and improve client satisfaction. We love seeing candidates who understand our vision!
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 don’t miss any important updates about the process. Let’s get started!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Stuff
Make sure you brush up on the latest trends in financial planning and advisory services. Be ready to discuss your technical expertise and how it can benefit the firm’s clients. They’ll want to see that you’re not just knowledgeable but also passionate about delivering exceptional advice.
✨Showcase Your Leadership Skills
As a Head of Advice, you'll need to demonstrate strong leadership capabilities. Prepare examples of how you've successfully led teams in the past, focusing on how you developed high-performing individuals. Think about specific challenges you faced and how you overcame them to inspire your team.
✨Align with Their Vision
The firm is looking to double their adviser count, so show that you understand their growth strategy. Discuss how you can contribute to this expansion and what innovative ideas you have for scaling the advisory function. This will show that you’re not just a fit for the role, but also for their future.
✨Prepare Questions That Matter
Interviews are a two-way street, so come armed with thoughtful questions. Ask about their current advisory processes, team dynamics, and how they measure success. This not only shows your interest but also helps you gauge if the firm aligns with your career goals.
