Senior Financial Advisor
6 days ago
Job Summary
We are seeking a highly experienced and accomplished Senior Financial Advisor to lead our client's wealth advisory firm in Dorking. As a key member of the Executive Board, you will play a crucial role in driving the company's growth plan forward.
About the Role
The Head of Financial Advice will be responsible for providing strategic leadership to the Adviser team, fostering a culture that prioritizes client and adviser outcomes. You will have a deep understanding of the wealth management sector and will be accountable for the advisory division's vision, strategy, performance, and delivery of results.
Key Responsibilities
- Develop and implement a people-centric culture to drive business growth and improve client satisfaction.
- Lead the Adviser team to achieve financial targets and deliver exceptional client service.
- Collaborate with the Managing Director to evolve the company's proposition and drive business expansion.
- Manage a budget and be responsible for the profitability of the advisory division.
- Recruit, develop, and retain high-performing team members to drive business success.
- Negotiate with key stakeholders to drive business growth and improve client relationships.
- Develop and implement strategies to improve client engagement and retention.
- Stay up-to-date with industry trends and best practices to drive business innovation and improvement.
Requirements
- Educated to degree standard or equivalent, with a business-related professional qualification.
- 5+ years of experience in wealth management or financial services leadership.
- Proven track record of leadership and sales execution in organizations of similar size and complexity.
- Excellent people leadership and communication skills.
- Strong commercial acumen and analytical skills.
- Ability to network with key personnel within and outside the organization.
About Artemis Recruitment Consultants Ltd
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services and wealth management. We are committed to delivering exceptional recruitment solutions to our clients and candidates.
-
Financial Planning Paraplanner
4 weeks ago
Dorking, Surrey, United Kingdom Financial Divisions Full timePosition: Financial Planning ParaplannerWork Arrangement: HybridCompensation: £50,000 plus bonusOur client, a reputable Independent Financial Advisory firm, is seeking a dedicated Paraplanner to join their dynamic team. With a strong presence in the financial services sector, they provide comprehensive advice on various financial matters including Pensions,...
-
Financial Planning Paraplanner
4 weeks ago
Dorking, Surrey, United Kingdom Financial Divisions Full timeFinancial Planning Paraplanner – Pathway to Advisory RoleFlexible Work ArrangementCompetitive Salary and Bonus StructureOur client, a reputable Independent Financial Advisory firm, specializes in comprehensive financial solutions including Pensions, Investments, Tax Strategy, Inheritance Tax, Mortgages, and Protection Services for affluent clients. They...
-
Senior Financial Advice Manager
2 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd: Senior Financial Advice ManagerWe are seeking a highly experienced Senior Financial Advice Manager to lead our client's wealth advisory firm in Dorking. The ideal candidate will have a proven track record of driving growth and developing a people-centric culture to deliver exceptional client outcomes.Key...
-
Senior Financial Advice Manager
2 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd: Senior Financial Advice ManagerWe are seeking a highly experienced Senior Financial Advice Manager to lead our client's wealth advisory firm in Dorking. The ideal candidate will have a proven track record of driving growth and developing a people-centric culture to deliver exceptional client outcomes.Key...
-
Financial Planning Specialist
2 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeChartered Financial Adviser - OpportunityArtemis Recruitment Consultants Ltd is seeking a skilled Private Client Advisor to join their team. The job purpose involves meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions, with the goal of generating compliant initial and ongoing...
-
Financial Planning Specialist
2 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeChartered Financial Adviser - OpportunityArtemis Recruitment Consultants Ltd is seeking a skilled Private Client Advisor to join their team. The job purpose involves meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions, with the goal of generating compliant initial and ongoing...
-
Financial Planning Specialist
5 days ago
Dorking, Surrey, United Kingdom Reed Full timeJob Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at Reed. As a key member of our finance department, you will be responsible for leading the budgeting, forecasting, and financial planning processes.Key Responsibilities:Financial Planning and Analysis: Develop and implement financial planning and analysis processes to...
-
Financial Planning Specialist
5 days ago
Dorking, Surrey, United Kingdom Reed Full timeJob Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at Reed. As a key member of our finance department, you will be responsible for leading the budgeting, forecasting, and financial planning processes.Key Responsibilities:Financial Planning and Analysis: Develop and implement financial planning and analysis processes to...
-
Financial Planning Specialist
3 days ago
Dorking, Surrey, United Kingdom Reed Full timeJob Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at Reed. As a key member of our finance department, you will be responsible for leading the budgeting, forecasting, and financial planning processes.Key Responsibilities:Financial Planning and Analysis: Develop and implement financial planning and analysis processes to...
-
Financial Planning Specialist
2 days ago
Dorking, Surrey, United Kingdom Reed Full timeJob Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at Reed. As a key member of our finance department, you will be responsible for leading the budgeting, forecasting, and financial planning processes.Key Responsibilities:Financial Planning and Analysis: Develop and implement financial planning and analysis processes to...
-
Financial Insights and Operations Manager
7 days ago
Dorking, Surrey, United Kingdom Reed Full timeJob SummaryWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Reed. As a key member of our finance department, you will play a critical role in driving business growth and success.Key Responsibilities:Financial Planning and Analysis: Develop and lead the budgeting, forecasting, and financial planning processes to...
-
Business Partner and Financial Strategist
7 days ago
Dorking, Surrey, United Kingdom Reed Full timeJob SummaryWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Reed. As a key member of our finance department, you will play a critical role in driving business growth and success.Key Responsibilities:Financial Planning and Analysis: Develop and implement comprehensive financial planning and analysis processes to...
-
Finance Business Partner
2 days ago
Dorking, Surrey, United Kingdom Reed Full timeJob Summary: We are seeking a highly skilled Finance Business Partner to join our team at Reed. As a key member of our finance department, you will play a critical role in driving business growth and success. Key Responsibilities: Financial Planning and Analysis: Develop and implement comprehensive financial plans, forecasts, and budgets to ensure alignment...
-
Finance Business Partner
2 days ago
Dorking, Surrey, United Kingdom Reed Full timeJob Summary: We are seeking a highly skilled Finance Business Partner to join our team at Reed. As a key member of our finance department, you will play a critical role in driving business growth and success. Key Responsibilities: Financial Planning and Analysis: Develop and implement comprehensive financial plans, forecasts, and budgets to ensure alignment...
-
Finance Business Partner
5 days ago
Dorking, Surrey, United Kingdom Reed Full timeJob Summary: We are seeking a highly skilled Finance Business Partner to join our team at Reed. As a key member of our finance department, you will play a critical role in driving business growth and success. Key Responsibilities: Financial Planning and Analysis: Develop and implement comprehensive financial plans, forecasts, and budgets to ensure accurate...
-
Finance Business Partner
5 days ago
Dorking, Surrey, United Kingdom Reed Full timeJob Summary: We are seeking a highly skilled Finance Business Partner to join our team at Reed. As a key member of our finance department, you will play a critical role in driving business growth and success. Key Responsibilities: Financial Planning and Analysis: Develop and implement comprehensive financial plans, forecasts, and budgets to ensure accurate...
-
Senior Administrator to Executive IFA
3 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionJob Title: Senior Administrator to Executive IFACompany: Artemis Recruitment Consultants LtdJob Type: Full-timeLocation: Office-based role near Dorking (hybrid working considered after probation)Job SummaryWe are seeking a highly organized and experienced Senior Administrator to provide administrative support to our Senior IFA. The successful...
-
Senior Administrator to Executive IFA
2 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionJob Title: Senior Administrator to Executive IFACompany: Artemis Recruitment Consultants LtdJob Type: Full-timeLocation: Office-based role near Dorking (hybrid working considered after probation)Job SummaryWe are seeking a highly organized and experienced Senior Administrator to provide administrative support to our Senior IFA. The successful...
-
Accounts Senior
2 months ago
Dorking, Surrey, United Kingdom Michael Page Full timeThe Accounts Senior will be responsible for delivering high-quality accounting services to a diverse portfolio of clients, and will play a key role in supporting the continued growth of our professional services team in Surrey.Client DetailsOur client is a well-established independent professional services firm. They pride themselves on their commitment to...
-
AAT Accounts Senior
2 days ago
Dorking, Surrey, United Kingdom Michael Page (UK) Full timeAbout Our CompanyMichael Page (UK) is a leading professional services firm that prides itself on delivering exceptional customer service and providing a comprehensive suite of services to a broad range of clients.Job SummaryWe are seeking an experienced Accounts Senior to join our team in Surrey.Key ResponsibilitiesDeliver high-quality accounting services to...