Director of Financial Planning

7 days ago


United Kingdom mbf Full time

Job Advertisement: Financial Planning Director / Head of UK Financial Planning

Location: Flexible, UK based with occasional travel to London & Yorkshire offices

Salary: Negotiable, dependent on experience and qualifications

Benefits: Pension, Private Medical Insurance (PMI), Death in Service (DIS), and more


Are you ready to take the reins of a growing business and make your mark in the UK wealth management industry?


We are seeking an exceptional Head of UK Financial Planning to lead the UK arm of an international wealth management group. Backed by a venture capital firm and with a global team of over 160 professionals, the UK division is a dynamic and ambitious enterprise poised for significant growth. Currently a small but dedicated team of 6 staff across two sites, the business is set for rapid expansion under your leadership.


The Role


As the Head of UK Wealth Management, you will:

  • Leadership & Strategy: Hold SMF3 and drive the UK business forward by recruiting top-tier advisors, leveraging connections within the international group, and initiating impactful marketing campaigns.
  • Business Development: Play a key role in expanding the UK client base, ideally bringing a personal client book or demonstrating strong confidence in attracting new business.
  • Balanced Focus: Dedicate approximately 60% of your time to strategic management and business growth, with the remaining 40% advising clients. As the team grows, management responsibilities will increase.
  • Flexibility: Work flexibly, with access to offices in London and Sheffield for meetings.


About You


We are looking for an entrepreneurial leader with a proven track record in wealth management. You will:

  • Have experience in managing or building a successful UK based Financial Planning business.
  • Be confident in leading teams, developing strategies, and delivering results.
  • Possess strong client acquisition skills and ideally bring a personal client book.
  • Hold the necessary qualifications and regulatory experience to assume SMF3 responsibility.
  • Thrive in a fast-paced, flexible working environment.


What We Offer

  • The opportunity to lead and grow the UK arm of an established international business.
  • A competitive salary, tailored to your experience and potential.
  • Comprehensive benefits including Pension, PMI, and DIS.
  • A flexible working arrangement to support your lifestyle and business goals.


If you’re ready to take on this exciting challenge and play a pivotal role in shaping the future of UK Wealth Management, we want to hear from you.


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