Finance Director, Wealth Planning & Strategy
Finance Director, Wealth Planning & Strategy

Finance Director, Wealth Planning & Strategy

Full-Time 72000 - 108000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead financial operations and develop strategic financial plans for a top wealth management firm.
  • Company: A leading wealth management firm in Greater London with a high-performing team.
  • Benefits: Competitive salary, leadership opportunities, and a chance to make a real impact.
  • Why this job: Join a dynamic team and shape the future of financial performance in wealth planning.
  • Qualifications: Senior finance experience, fully qualified accountant, and strong leadership skills.
  • Other info: Opportunity to work in a fast-paced environment with significant career growth potential.

The predicted salary is between 72000 - 108000 £ per year.

A leading wealth management firm in Greater London is seeking a Head of Finance / Finance Director to oversee financial operations and drive strategic financial planning. The ideal candidate will have senior finance experience in wealth planning, be a fully qualified accountant, and possess proven leadership abilities.

Responsibilities include:

  • Leading a finance team
  • Developing financial strategies
  • Ensuring compliance with financial regulations

This role offers a chance to significantly impact financial performance within a high-performing team.

Finance Director, Wealth Planning & Strategy employer: JJ SEARCH LIMITED

As a leading wealth management firm in Greater London, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our team enjoys competitive benefits, a collaborative environment, and the opportunity to make a meaningful impact on financial strategies while working alongside industry experts in a vibrant city known for its financial prowess.
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Contact Detail:

JJ SEARCH LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Finance Director, Wealth Planning & Strategy

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance sector, especially those in wealth management. A personal recommendation can make all the difference when you're aiming for that Finance Director role.

✨Tip Number 2

Prepare for interviews by researching the company’s financial strategies and recent developments. Show them you’re not just a qualified accountant but someone who understands their vision and can lead the finance team effectively.

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, send a thank-you email reiterating your interest in the role and how your experience aligns with their needs. It keeps you on their radar!

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the position. Let’s get you that Finance Director gig!

We think you need these skills to ace Finance Director, Wealth Planning & Strategy

Senior Finance Experience
Wealth Planning
Qualified Accountant
Leadership Abilities
Financial Operations Management
Strategic Financial Planning
Compliance with Financial Regulations
Team Leadership
Financial Strategy Development
Impact Assessment
Performance Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Finance Director role. Highlight your senior finance experience in wealth planning and any leadership roles you've held to show us you're the right fit.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your strategic financial planning experience can benefit our team. Keep it engaging and personal!

Showcase Your Qualifications: As a fully qualified accountant, don’t forget to mention your qualifications prominently. We want to see how your credentials support your ability to lead a finance team and develop effective financial strategies.

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’re considered for this exciting opportunity to make an impact in our high-performing team!

How to prepare for a job interview at JJ SEARCH LIMITED

✨Know Your Numbers

As a Finance Director, you'll need to demonstrate your financial acumen. Brush up on key financial metrics relevant to wealth planning and be ready to discuss how you've used them to drive strategy in previous roles.

✨Showcase Leadership Skills

Prepare examples that highlight your leadership abilities. Think about times when you led a finance team through challenges or implemented successful strategies. This will show the firm that you can inspire and manage a high-performing team.

✨Understand Compliance Regulations

Familiarise yourself with the latest financial regulations affecting wealth management. Be prepared to discuss how you've ensured compliance in past positions, as this is crucial for the role and will demonstrate your attention to detail.

✨Align with Their Vision

Research the firm's mission and values. During the interview, articulate how your experience and vision align with theirs. This shows that you're not just looking for any job, but that you're genuinely interested in contributing to their success.

Finance Director, Wealth Planning & Strategy
JJ SEARCH LIMITED

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