Head of Advice: Lead UK Financial Planning (Equity) in London
Head of Advice: Lead UK Financial Planning (Equity)

Head of Advice: Lead UK Financial Planning (Equity) in London

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead a team of advisers and shape the strategic direction of financial advice.
  • Company: A leading financial planning firm in the UK with a focus on compliance and quality.
  • Benefits: Attractive salary, robust benefits package, and flexible hybrid working arrangements.
  • Why this job: Make a real impact in a growing firm while mentoring and guiding a talented team.
  • Qualifications: Experience in financial planning and strong leadership skills.
  • Other info: Opportunity for occasional travel and professional growth.

The predicted salary is between 43200 - 72000 £ per year.

A leading financial planning firm in the UK is seeking a Head of Advice to lead the compliance, quality, and strategic direction of their advisory function.

You will mentor a team of advisers, ensure regulatory compliance, and shape the advice proposition.

With an attractive salary and a robust benefits package, this role offers a chance to make a real impact in a growing firm.

Flexibility in working arrangements allows for a hybrid model with occasional travel.

Contact for more details.

Head of Advice: Lead UK Financial Planning (Equity) in London employer: IDEX Consulting Ltd

As a leading financial planning firm in the UK, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to thrive. With a strong focus on professional development, we offer extensive growth opportunities and a competitive benefits package, including flexible working arrangements that support a healthy work-life balance. Join us to make a meaningful impact while being part of a dynamic team dedicated to excellence in financial advice.
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Contact Detail:

IDEX Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Head of Advice: Lead UK Financial Planning (Equity) in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.

✨Tip Number 2

Prepare for those interviews! Research the company thoroughly, especially their advisory function and compliance standards. This will help you tailor your answers and show that you’re genuinely interested in leading their team.

✨Tip Number 3

Showcase your mentoring skills! Be ready to discuss how you've successfully guided teams in the past. Highlighting your experience in shaping advice propositions can really set you apart from other candidates.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Head of Advice role. Plus, it’s a great way to stay updated on new openings and get tips tailored just for you.

We think you need these skills to ace Head of Advice: Lead UK Financial Planning (Equity) in London

Leadership Skills
Compliance Knowledge
Quality Assurance
Strategic Planning
Mentoring
Regulatory Compliance
Advisory Skills
Communication Skills
Team Management
Financial Planning Expertise
Problem-Solving Skills
Flexibility in Working Arrangements
Stakeholder Engagement

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Head of Advice role. Highlight your experience in compliance, mentoring, and strategic direction. 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 passionate about financial planning and how you can contribute to our advisory function. Let us know what makes you the perfect fit!

Showcase Your Leadership Skills: As a potential leader, we want to see examples of how you've successfully mentored teams or shaped strategies in the past. Share specific achievements that demonstrate your ability to lead and inspire others.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at IDEX Consulting Ltd

✨Know Your Stuff

Make sure you’re well-versed in the latest financial regulations and compliance standards. Brush up on your knowledge of the advisory function and be ready to discuss how you can ensure quality and compliance in the role.

✨Showcase Your Leadership Skills

As a Head of Advice, mentoring is key. Prepare examples of how you've successfully led teams in the past, focusing on your approach to developing advisers and fostering a collaborative environment.

✨Understand the Company’s Vision

Research the firm’s strategic direction and values. Be prepared to articulate how your vision aligns with theirs and how you can contribute to shaping their advice proposition effectively.

✨Ask Insightful Questions

Prepare thoughtful questions that demonstrate your interest in the role and the company. Inquire about their current challenges in compliance or how they envision the future of their advisory function to show you’re genuinely engaged.

Head of Advice: Lead UK Financial Planning (Equity) in London
IDEX Consulting Ltd
Location: London
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  • Head of Advice: Lead UK Financial Planning (Equity) in London

    London
    Full-Time
    43200 - 72000 £ / year (est.)
  • I

    IDEX Consulting Ltd

    50-100
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