Head of Wealth Management

Managing Director - Leicester, East Midlands

Ref: 1781Monday 3 February 2025

up to £140,000

Head of Wealth – Up to £140,000 + Benefits

A respected UK-based financial services firm, renowned for delivering integrated solutions in wealth management, employee benefits, and insurance, is seeking a Head of Wealth to lead its thriving advisory division. With a track record of providing exceptional, client-focused guidance, the firm prides itself on its personal and collaborative approach.

About the Firm

  • Established Expertise: Over two decades of experience in the financial sector, offering holistic solutions to both individual and corporate clients.
  • Client-Centric Approach: Known for building long-term relationships through tailored advice, transparent communication, and dedicated support.
  • Supportive Culture: Emphasises continuous professional development and teamwork, enabling staff to excel in delivering outstanding client outcomes.

The Role
Reporting directly to the Board, the Head of Wealth will:

  • Strategic Leadership: Define and implement the long-term strategy for the wealth division, ensuring consistent growth and profitability.
  • Team Management: Lead, mentor, and develop a team of financial advisors and support staff, fostering a high-performance culture.
  • Client Engagement: Oversee key client relationships, maintain robust service standards, and ensure tailored, proactive financial planning solutions.
  • Regulatory Compliance: Uphold compliance within the division, staying current with industry regulations and best practices.
  • Business Development: Identify new market opportunities, forge strategic partnerships, and expand the firm’s client base.

About You

  • Proven Experience: Significant leadership experience in a wealth management or financial advisory setting, ideally at director or senior management level.
  • Professional Qualifications: Fully qualified to provide independent financial advice (Level 4 Diploma or above); Chartered status (or working towards) is highly advantageous.
  • Strategic Thinker: Demonstrable success in devising and implementing business strategies to drive revenue growth.
  • Inspirational Leader: Skilled in motivating teams, nurturing talent, and championing a client-first culture.
  • Commercial Acumen: Strong track record of expanding services, improving operational efficiencies, and meeting financial objectives.

Remuneration

  • Salary: Up to £140,000 per annum, dependent on experience
  • Benefits: Competitive package including performance-related bonus, pension contribution, professional development support, and other company benefits

How to Apply
Please submit your CV and a covering letter detailing your relevant experience and motivation for this position. Shortlisted candidates will be invited to an initial interview to discuss the role in more detail.

Join an award-winning firm committed to delivering exceptional advice to its clients. Shape the future of a dynamic wealth management division and lead a team that prides itself on integrity, innovation, and exemplary client service. This is an exciting opportunity for an accomplished financial professional to make a lasting impact.

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