Managing Director of London Division

Senior Wealth Manager - City of London, London

Ref: 1427Monday 20 May 2024


Location: City of London

Are you ready to take on an exciting opportunity to help support a well-known family brand in the heart of the financial world in Harrogate, expand their thriving IFA practise with an office in the City of London.

About our client:

My client is a highly reputable IFA practice based in Harrogate with a well-established family brand name. Their mission is to provide exceptional financial advisory services to their clients, and they are now ready to take their expertise to the next level in the City of London. With a strong track record of success, they are looking for a driving force, Managing Director / Head of London Division, to lead their expansion into this new territory, by building a dynamic team and attractive client proposition, creating a successful High Net Worth (HNW) / Ultra High Net Worth (UHNW) division.

Key Responsibilities:

  • Develop and execute a strategic plan for the London division, with a focus on HNW and UHNW clients.
  • Lead, mentor, and manage a team of Advisers to ensure top-notch service and client satisfaction.
  • Maintain a personal book of clients while actively expanding your network and revenue.
  • Drive the growth and recognition of our brand in the London market.


  • Proven experience in the financial industry, ideally still advising and managing your own book of clients.
  • A strong network in the City of London and experience in managing a successful team of Advisers.
  • A track record of achieving growth and success in a competitive financial services environment.

What We Offer:

  • A generous base salary.
  • A "golden handshake" bonus equivalent to 1x revenue payout on year 3, with the opportunity to receive it again upon retirement (includes growth).
  • A lucrative management scheme where you earn a percentage of your team's revenue.

If this sounds like something of interest, we want to hear from you!

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