Financial Services Leader

6 days ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

**Head of Financial Advice - Dorking Opportunity**

We are seeking an accomplished Head of Financial Advice to drive the growth of a well-established wealth advisory firm based in Dorking. Reporting into the Managing Director, you will provide leadership across the Adviser team and develop a people-centric culture to ensure good outcomes for clients and advisers.

This is an excellent opportunity to take on a lead role in the coordination and collaboration of all divisional resources, evolving the proposition and delivering financial targets. As a thought leader, you will be accountable for the advisory division's vision, strategy, performance, and results.

Key Responsibilities:

  • Lead the Adviser team, developing and embedding a people-centric culture to drive client satisfaction and adviser success.
  • Develop and implement strategies to evolve the proposition and deliver financial targets, working closely with the Executive Board.
  • Provide leadership and direction to the Adviser team, fostering a collaborative environment that encourages innovation and excellence.
  • Cultivate deep sector knowledge, staying up-to-date with industry trends and best practices to inform decision-making.
  • Mentor and develop junior team members, promoting their growth and development within the organization.

Requirements:

  • Educated to degree standard or equivalent, holding a business-related professional qualification.
  • 5+ years of experience within Wealth Management/Financial Advice leadership, with a proven track record of driving growth and success.
  • An accomplished Senior Management professional with relevant Segment & Sales leadership experience, demonstrating strong commercial acumen and analytical skills.
  • Ability to network with key personnel within and outside the organization, building strong relationships to drive business growth.
  • Strong negotiation skills, with experience of operating and influencing effectively at all levels up to and including Board level.
  • Demonstrable focus on customer ownership and initiative, creating value through collaboration and teamwork.

The successful candidate will have a strong understanding of the financial services industry, combined with excellent leadership and communication skills. In return, you can expect a highly competitive package, including an incentive plan tied to meeting company growth objectives. This is an exciting opportunity to join a dynamic team and contribute to the success of a well-established wealth advisory firm.

Salary: £80,000 - £110,000 per annum, depending on experience.



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