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- Tasks: Lead a finance team and oversee all financial operations for a wealth management firm.
- Company: A successful wealth planning firm focused on high-net-worth clients.
- Benefits: Competitive salary, full-time role, and opportunities for professional growth.
- Why this job: Drive financial performance and make strategic decisions in a dynamic environment.
- Qualifications: Senior finance experience and strong leadership skills required.
- Other info: Join a high-performing team and shape the future of wealth management.
The predicted salary is between 90000 - 100000 £ 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).
Candidate
- Senior Finance experience – Finance leadership within a Wealth Planning or Financial Planning business.
- Team Management Experience – Essential.
- 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.
- Experience in budgeting, forecasting, financial modelling, and scenario planning.
- Experience in developing and implementing financial policies, controls, and governance.
Seniority Level: Executive
Employment Type: Full-time
Job Function: Finance and Sales
Location: London, England, United Kingdom
Salary: £90,000.00-£100,000.00
Head of Finance , Finance Director , Wealth Planning Firm - JJ Search employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Finance , Finance Director , Wealth Planning Firm - JJ Search
✨Network Like a Pro
Get out there and connect with people in the finance industry! Attend events, join online forums, and don’t be shy about reaching out to former colleagues or industry leaders. You never know who might have the inside scoop on job openings.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your senior finance experience and leadership skills. Share specific examples of how you've driven financial performance and contributed to strategic decisions in previous roles.
✨Prepare for Interviews
Do your homework before interviews! Understand the firm’s financial strategies and be ready to discuss how your experience aligns with their goals. Prepare questions that show your interest in their operations and how you can add value.
✨Apply Through Our Website
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 and engaged with our platform.
We think you need these skills to ace Head of Finance , Finance Director , Wealth Planning Firm - JJ Search
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Head of Finance role. Highlight your senior finance experience and any leadership roles you've held in wealth management. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Share specific examples of your financial planning expertise and team management experience that relate to the job description.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and metrics to demonstrate how you’ve driven financial performance and contributed to strategic decisions in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Numbers
As a candidate for the Head of Finance role, you need to be on top of your financial game. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you understand the financial landscape and can drive performance.
✨Showcase Leadership Skills
This position requires strong team management experience, so prepare examples that highlight your leadership style. Think about times when you've successfully led a finance team through challenges or implemented new strategies. Be specific about your contributions!
✨Align with Business Goals
Understand the firm's business goals and be prepared to discuss how your financial strategies can align with them. Research the company’s recent projects or initiatives and think about how your expertise in financial planning can support their objectives.
✨Prepare for Scenario Analysis
Since the role involves budgeting and forecasting, be ready to tackle scenario analysis questions. Practice explaining how you would approach different financial scenarios and what factors you would consider. This will demonstrate your analytical skills and strategic thinking.