Head of Wealth
6 days ago
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
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