Head of Wealth

Are you an experienced and visionary leader in the financial services industry? A leading fee-based Chartered Firm of Financial Planners, is seeking a talented individual to join their team as a Managing Director Designate. In this pivotal role, you will have the opportunity to manage the busy and growing financial advisory practice.

This IFA firm prides itself on being at the forefront of the industry, providing exceptional services to over 3,500 clients. They operate state-of-the-art systems, including Watermark, Intelliflo Intelligent Office, Financial Express Analytics, and our own bespoke Platform Technology.

Location: Northamptonshire

Salary / Package: £125,000 to £150,000 depending upon experience, Profit growth related bonus, Membership of Long Term Incentive Plan (LTIP)

Role Responsibilities:
Manage day-to-day operations of the business

Supervise and monitor the activity and performance of the Advisory team

Coordinate with heads of Paraplanning, Administration, Compliance, Marketing, and Secretarial teams

Report to the board of directors regarding business targets

Oversee HR functions and staff training programs

Manage lead distribution within the team

Write client communications

Ensure all facets of the business function correctly and meet deadlines

Experience in running a contemporary IFA/Financial Services business

Strong people management skills

Ideally a Chartered Financial Planner with a thorough understanding of the current Pensions & Investments landscape

Familiarity with back-office systems, investment platforms, and cashflow modelling software

Willingness to undertake training to develop areas of weakness

Experience managing an IFA business or progressing to a senior role within a business