At a Glance
- Tasks: Lead a finance team and oversee all financial operations for a wealth management firm.
- Company: A successful wealth management firm focused on high-net-worth clients.
- Benefits: Competitive salary, full-time role, and opportunities for professional growth.
- Other info: Join a high-performing team in London with excellent career advancement potential.
- Why this job: Drive financial performance and make strategic decisions in a dynamic environment.
- Qualifications: Senior finance experience and strong leadership skills required.
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 in London employer: Jobs via eFinancialCareers
At JJ Search, we pride ourselves on being an exceptional employer within the Wealth Management sector, offering a dynamic work culture that fosters collaboration and innovation. Our London office provides a vibrant environment where employees are encouraged to grow professionally through continuous learning and development opportunities, while also enjoying competitive salaries and comprehensive benefits. Join us to lead a high-performing finance team and make a meaningful impact in the financial planning landscape for high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Finance , Finance Director , Wealth Planning Firm - JJ Search in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your financial strategy knowledge. Be ready to discuss how you’ve driven financial performance in previous roles. Use specific examples that highlight your leadership and team management skills.
✨Tip Number 3
Showcase your expertise in financial planning and compliance during interviews. Bring along insights or case studies that demonstrate your ability to align financial strategies with business goals. This will set you apart from other candidates!
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Make sure your application reflects your senior finance experience and passion for wealth management.
We think you need these skills to ace Head of Finance , Finance Director , Wealth Planning Firm - JJ Search in London
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! Quantify your successes in budgeting, forecasting, and financial strategy. We love numbers that tell a story about your impact in 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
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 experience managing teams and driving performance. Think of specific examples where you’ve led a finance team to success or implemented strategic changes. This is your chance to demonstrate how you can inspire and motivate others in a high-pressure environment.
✨Align with Business Goals
Understand the firm’s overall business strategy and be ready to discuss how your financial strategies can support those goals. Research the company’s recent developments and think about how you can contribute to their success through effective financial planning and compliance.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that test your problem-solving skills in financial planning. Practice articulating your thought process when it comes to making strategic decisions based on financial data. This will help you demonstrate your analytical skills and ability to think on your feet.
