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- Tasks: Lead a finance team and oversee all financial operations in a wealth management firm.
- Company: A successful Wealth Management firm focused on high-net-worth 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.
The Head of Finance / Finance Director will oversee long-term financial planning, budgeting, forecasting, and scenario analysis. Provide 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 in London 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 in London
✨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 hunt for a Head of Finance role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your financial planning knowledge and leadership skills. 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 expertise in budgeting and forecasting during interviews. Bring examples of how you've successfully managed financial operations and led teams to achieve their goals. This will demonstrate your capability to oversee finance operations effectively.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills and experience. Plus, it shows you're serious about joining our team in the wealth management space.
We think you need these skills to ace Head of Finance , Finance Director , Wealth Planning Firm in London
Some tips for your application 🫡
Show Your Expertise: Make sure to highlight your senior finance experience and any relevant qualifications like ACA or ACCA. We want to see how your background aligns with the wealth management principles we value.
Tailor Your Application: Don’t just send a generic CV! Tailor your application to reflect your experience in financial planning and strategy. We love seeing how you can contribute to our goals in the wealth planning space.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so make sure your key achievements and skills stand out without unnecessary fluff.
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 in our finance team!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Numbers
Make sure you’re well-versed in financial metrics and key performance indicators relevant to wealth management. Brush up on your knowledge of budgeting, forecasting, and financial modelling, as these will likely come up during the interview.
✨Showcase Leadership Skills
Prepare examples that highlight your leadership experience. Think about times when you successfully led a finance team or implemented strategic changes. Be ready to discuss how you motivate and manage teams to achieve financial goals.
✨Understand the Business Landscape
Research the specific wealth management firm you’re interviewing with. Understand their financial strategies, client base, and market position. This will help you tailor your responses and demonstrate your genuine interest in their operations.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills in financial planning. Practice articulating your thought process on how you would handle various financial challenges or strategic decisions within the firm.
