Financial Divisions
Head of Financial Planning
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Head of Advice – route to CEO in 3 years
Succession planning role
Surrey based financial planning firm
Salary negotiable – circa £100k plus equity stake in the business
Duties
- Cover: Team Leadership
- Compliance
- Commercial Growth and Acquisition
I am currently recruiting for a boutique wealth planning firm based in Surrey who I have placed staff into. My client provides a full suite of advice covering Pensions, Investments, Tax Planning, IHT, Trusts and some Protections to clients HNW retirees, families and City professionals across the UK. My clients’ funds/assets under management have doubled in the last 12 months due to organic growth with over £200m AUM. A typical client has between £400k - £500k to invest but with their top clients with over £1m to invest.
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My client are seeking a highly experienced professional on an employed basis, to take on a role as Head of Advice where you will oversee the investment proposition, manage advisers and oversee their performance allowing the MD to focus on strategic work and new business. The MD is looking to step back into a Chairmanship position in the future and is looking for someone to be moulded into the next CEO of the business. You will either be actively advising and have managed advisers in the past or a non-advising executive from a financial planning firm who has a demonstrable track record of successfully managing a team of advisers, commercial growth, overseeing compliance functions and leadership of a growing business.
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