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- Tasks: Lead and expand a financial planning Academy into a national platform.
- Company: Join a leading wealth management organisation with a focus on growth.
- Benefits: Competitive salary, flexible working, and opportunities for professional development.
- Why this job: Make a real impact by shaping the future of financial education.
- Qualifications: 5+ years in wealth management and leadership experience required.
- Other info: Dynamic role with extensive travel and significant career growth potential.
The predicted salary is between 80000 - 120000 ÂŁ per year.
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Senior Recruitment Professional – Financial Services
Head of Academy – Wealth Management
Salary: £95,000 – £110,000 (flexible for the right candidate)
Contract: Permanent, full-time
We are partnering with a leading wealth management organisation to appoint a Head of Academy into a newly created and business-critical role.
This is a unique opportunity for a highly motivated and hands-on professional to take ownership of an Academy currently established in Kettering, and drive its expansion to a nationally recognised, scalable offering.
The Role
- Based 3 days a week in Kettering (some flexibility may be possible) with extensive UK travel required after the first six months.
- Full handover and knowledge transfer with the current Directors (exiting the business).
- Responsible for building, shaping, and scaling the Academy from a local initiative to a national platform.
- Partnering with senior stakeholders across the business to implement the Academy’s go-to-market strategy.
- Acting as both strategic leader and hands-on operator—this is not a role with an established team to delegate to. You will be instrumental in building the infrastructure, with a team structure to follow in time.
Key Requirements
- 5+ years’ experience in wealth management or financial advisory.
- At least 2 years in a leadership capacity.
- Strong stakeholder management and collaboration skills.
- Proven ability to deliver initiatives that balance strategy, growth, and operational execution.
- Experience in building or scaling an academy, training function, or development programme is highly desirable.
- Level 4 RQF Diploma in Financial Planning is preferred (not essential).
Who Will Succeed in This Role?
This role is best suited to someone who wants to “live and breathe” the Academy, with the energy and commitment to travel, engage, and personally build the foundations of a function that will scale nationally.
It will appeal to:
- Senior Managers who have supported academy or training initiatives and are ready to step up.
- Current Heads of Academy/Heads of Learning & Development in wealth management seeking a broader, more strategic role with true scope for growth
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Head of Academy - Financial Planning employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Academy - Financial Planning
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you’re not just another candidate, but someone who genuinely fits into their vision.
✨Tip Number 3
Showcase your hands-on experience! Since this role is all about building and scaling, be ready to share specific examples of how you've successfully led initiatives in the past. Use metrics and outcomes to demonstrate your impact—numbers speak volumes!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about the opportunity and keen to be part of our growing team.
We think you need these skills to ace Head of Academy - Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Head of Academy - Financial Planning. Highlight your experience in wealth management and any leadership roles you've held. We want to see how your background aligns with our vision for the Academy!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about building and scaling an Academy. Share specific examples of your past successes and how they relate to the goals we have for this role.
Showcase Your Stakeholder Management Skills: In your application, emphasise your ability to collaborate with senior stakeholders. We’re looking for someone who can navigate complex relationships, so share examples of how you've successfully managed partnerships in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows us you're keen to join the StudySmarter team!
How to prepare for a job interview at mbf
✨Know Your Academy Inside Out
Before the interview, dive deep into the current state of the Academy. Understand its strengths, weaknesses, and potential for growth. Be ready to discuss how you can take it from a local initiative to a nationally recognised platform.
✨Showcase Your Leadership Experience
Highlight your leadership experience in wealth management or financial advisory. Prepare specific examples of how you've successfully led teams or initiatives, especially those related to training or development programmes.
✨Engage with Stakeholders
Demonstrate your stakeholder management skills by preparing to discuss how you've collaborated with senior stakeholders in the past. Think of examples where your strategic input made a significant impact on a project or initiative.
✨Be Ready to Get Hands-On
This role requires a hands-on approach, so be prepared to discuss how you plan to build the Academy's infrastructure. Share your vision for the team structure and how you intend to balance strategy with operational execution.
