Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead a finance team and oversee all financial operations in a Wealth Management firm.
- Company: A highly successful Wealth Management firm focused on HNW clients.
- Benefits: Competitive salary, leadership opportunities, and a chance to shape financial strategy.
- Why this job: Drive financial performance and make impactful strategic decisions in a dynamic environment.
- Qualifications: Senior finance experience with expertise in wealth management and proven leadership skills.
- Other info: Opportunity for career growth in a high-performing finance team.
The predicted salary is between 72000 - 108000 £ per year.
A highly successful Wealth Management firm, running Wealth Planning / Financial Planning for HNW clients.
The Head of Finance / Finance Director will lead a Finance team within this Wealth Planning firm and will oversee all Finance operations of the business, ensuring robust financial planning, strategy, and compliance. This role requires Senior Finance experience with strong expertise in Wealth Management business – specifically financial planning and wealth management principles, combined with proven leadership and team management experience. The successful candidate will drive financial performance, contribute to strategic business decisions, and lead a high-performing finance team.
The Head of Finance / Finance Director will lead the development and execution of the organisation’s financial strategy aligned with business goals for the Wealth Management firm. They will oversee long-term financial planning, budgeting, forecasting, and scenario analysis, providing insights to the Head of the Wealth Planning business on financial implications of strategic business decisions.
The Head of Finance / Finance Director will oversee financial planning functions, including cash flow modelling, retirement planning, investment strategy review, and client wealth planning (if applicable to business scope).
The Candidate
- Senior Finance experience – Finance leadership within a Wealth Planning or Financial Planning business.
- Ideally a fully qualified accountant (e.g., ACA/ACCA/CIMA/CPA) or equivalent professional qualification.
- Proven experience in a senior finance role with responsibility for planning and strategy.
- Demonstrable experience in financial or wealth planning functions.
- Experience in budgeting, forecasting, financial modelling, and scenario planning.
- Experience in developing and implementing financial policies, controls, and governance.
Head of Finance , Finance Director , Wealth Planning Firm employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Finance , Finance Director , Wealth Planning Firm
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a Head of Finance role.
✨Tip Number 2
Prepare for interviews by brushing up on your financial planning knowledge. Be ready to discuss how you've driven financial performance in previous roles and how you can contribute to strategic decisions at a wealth planning firm.
✨Tip Number 3
Showcase your leadership skills! When chatting with potential employers, highlight your experience in managing finance teams and how you've fostered high performance. They want to see that you can lead and inspire.
✨Tip Number 4
Don't forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can give you a better chance of landing that dream job in finance.
We think you need these skills to ace Head of Finance , Finance Director , Wealth Planning Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your senior finance experience and leadership skills in wealth management. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Head of Finance role. Share your passion for financial planning and how you can contribute to our strategic goals.
Showcase Your Financial Acumen: In your application, emphasise your expertise in budgeting, forecasting, and financial modelling. We’re looking for someone who can drive financial performance, so make sure we see your skills in action!
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. Don’t miss out!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Numbers
Make sure you’re well-versed in the financial metrics and KPIs relevant to wealth management. Brush up on your knowledge of cash flow modelling, budgeting, and forecasting techniques. Being able to discuss these confidently will show that you’re not just a leader but also a hands-on finance expert.
✨Showcase Your Leadership Style
Prepare to talk about your leadership experience and how you've successfully managed finance teams in the past. Think of specific examples where you’ve driven performance or improved processes. This is your chance to demonstrate how you can lead a high-performing team in a wealth planning environment.
✨Align with Business Goals
Understand the firm’s strategic objectives and be ready to discuss how your financial strategies can support these goals. Research the company’s recent initiatives and think about how your expertise in financial planning can contribute to their success.
✨Prepare for Scenario Analysis Questions
Expect questions that test your ability to handle various financial scenarios. Be prepared to discuss how you would approach different budgeting or forecasting challenges. Practising these scenarios will help you articulate your thought process clearly during the interview.
