Head of Financial Planning : Equity Prospects
JOB_53532694739481Job type
PermanentLocation
LondonWorking Pattern
Flexible Working,Full-timeSpecialism
Ifa / Financial Adviser / Mortgage AdviserIndustry
Banking & Financial ServicesPay
To c£150,000 basic + Equity/Directorship Prospects
Head of Wealth Planning: c£6-figure salary + Equity/Directorship Opportunity
Your new company
An exceptional opportunity has arisen for an experienced leader to head up the financial planning arm of a professional practice that is committed to growing the firm's wealth planning business. The company has ambitious plans for growth and is looking to invest significantly. Clients are typically private individuals and business owners/directors.
Your new role
You will be responsible for building and growing a team of financial planners nationally, providing management support, identifying new business opportunities and driving forward the wealth planning (IFA) business.
What you'll need to succeed
You will have a demonstrable track record of building and growing a team of advisers, excellent leadership skills, experience of working within compliance oversight, the drive and ambition to take on a role which will be focused on continued growth, whilst also being prepared to be hands-on in advising an existing client portfolio in the short-term whilst building your advisory team. Essential to be a fully-qualified financial adviser, ideally Chartered.
What you'll get in return
A 6-figure basic salary and generous management incentives include significant equity and directorship prospects. This is an excellent long-term career opportunity to be part of an established and growing professional practice.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
An exceptional opportunity has arisen for an experienced leader to head up the financial planning arm of a professional practice that is committed to growing the firm's wealth planning business. The company has ambitious plans for growth and is looking to invest significantly. Clients are typically private individuals and business owners/directors.
Your new role
You will be responsible for building and growing a team of financial planners nationally, providing management support, identifying new business opportunities and driving forward the wealth planning (IFA) business.
What you'll need to succeed
You will have a demonstrable track record of building and growing a team of advisers, excellent leadership skills, experience of working within compliance oversight, the drive and ambition to take on a role which will be focused on continued growth, whilst also being prepared to be hands-on in advising an existing client portfolio in the short-term whilst building your advisory team. Essential to be a fully-qualified financial adviser, ideally Chartered.
What you'll get in return
A 6-figure basic salary and generous management incentives include significant equity and directorship prospects. This is an excellent long-term career opportunity to be part of an established and growing professional practice.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Head of Financial Planning : Equity ProspectsJOB_535326947394812025-10-292026-01-28
Talk to Linda Leon, the specialist consultant managing this position
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JOB_53532694739481