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- Tasks: Lead and expand a financial planning Academy into a nationally recognised platform.
- Company: Join a leading wealth management organisation with a focus on growth and innovation.
- Benefits: Competitive salary, flexible working, and opportunities for professional development.
- Why this job: Make a real impact by shaping the future of financial education across the UK.
- Qualifications: 5+ years in wealth management, leadership experience, and strong stakeholder skills.
- 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 colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its Academy thoroughly. Think about how your experience aligns with their goals and be ready to share specific examples of your past successes. Show them you’re not just a fit for the role, but that you’re passionate about driving their Academy’s growth.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect candidate for the Head of Academy position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly can sometimes give you an edge over other candidates. So, get your application in and let’s make this happen!
We think you need these skills to ace Head of Academy - Financial Planning
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the Academy shine through. We want to see that you’re not just looking for a job, but that you genuinely care about building and scaling a training function in wealth management.
Tailor Your Experience: Make sure to highlight your relevant experience in wealth management and leadership. We’re looking for someone who can balance strategy with hands-on execution, so be specific about how your past roles have prepared you for this challenge.
Engage with Our Values: Take a moment to research our company values and culture. We appreciate candidates who align with our mission and can demonstrate how they embody these values in their work. This will help us see you as a great fit for our team.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our 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 and weaknesses, and think about how you can drive its expansion. Be ready to discuss specific strategies you would implement to transform it into a nationally recognised platform.
✨Showcase Your Leadership Experience
Highlight your leadership experience in wealth management or financial advisory. Prepare examples that demonstrate your ability to manage stakeholders and deliver initiatives that balance strategy with operational execution. This will show them you’re not just a hands-on operator but also a strategic thinker.
✨Prepare for Stakeholder Engagement Scenarios
Since this role involves extensive collaboration with senior stakeholders, be prepared to discuss how you’ve successfully engaged with various parties in the past. Think of specific scenarios where you’ve navigated challenges and built strong relationships—this will showcase your stakeholder management skills.
✨Demonstrate Your Passion for Learning and Development
This role is all about building and scaling an Academy, so express your enthusiasm for training and development. Share any relevant experiences where you’ve contributed to learning initiatives or programmes, and convey your commitment to fostering a culture of continuous improvement within the Academy.
