Head of Wealth

We’re hiring for a Head of Wealth and Financial Planning to support our growing wealth & financial planning team

This role is critical in providing high-quality financial advice while managing and supporting a team of Private Client Consultants, with plans to grow and develop the team further. The focus will be managing a portfolio of clients with immediate needs, helping to guide and support the team as they grow into future financial planning and wealth advisory roles.

We’re looking for someone with

- Excellent interpersonal, communication, and relationship management skills.

- Ability to balance leadership responsibilities with personal client engagement to drive both team and business growth.

- Proficiency in financial planning software, particularly Voyant.

- Certified Financial Planner (CFP).

- Expertise in personal taxation, including Capital Gains Tax (CGT) reliefs and wealth structuring strategies.

- A minimum of a bachelor’s degree in finance, Economics, Business, or a related field.

- Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams.

- Tax qualification is desirable.

- Expertise in personal taxation, including Capital Gains Tax (CGT) reliefs, termination payments, and wealth structuring strategies.

Using these skills, you’ll be

- Lead, mentor, and develop a team of Private Client Consultants, ensuring consistent growth and high performance.

- Conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generation.

- Develop and implement best practices for financial planning and advisory services within the team.

- Identify training opportunities to keep the team updated on industry trends and regulatory changes.

- Foster a collaborative and accountable team culture focused on excellence.

- Manage and expand a personal portfolio of high-net-worth clients, providing expert financial planning services, including estate planning, investment strategies, retirement planning, and risk management.

- Drive business growth through a mix of fee-based financial planning and commission-based product recommendations (pensions, investments, and life assurance).

- Stay updated on market trends, investment opportunities, and legislative changes to provide clients with forward-thinking financial strategies.

Who is NFP?

With over 600 people in the UK and Ireland and over 8,000 employees worldwide, NFP is part of the Aon group and specialises in helping businesses in four core areas:

- Insurance (helping them manage key risks)

- Health and safety (supporting them to create a safer workplace for their employees)

- Employee benefits (helping them reward their people more effectively)

- HR, people and talent (supporting employers and their people to thrive through changes and challenges)

What you’ll love about working here

- working in a dynamic, fast-paced organisation in an exciting industry

- the opportunity to do globally impactful work from day one

- learning from industry and business line specialists with decades of experience

- a huge variety of projects to work on and challenges to solve

- our People First culture, which illustrates our commitment to your wellbeing and development, not just as an employee but as a human being

- a rich suite of employee benefits and out-of-work perks

The great benefits we offer:

- Finances
It’s important to know you’re paid fairly for the hard work you put in, which is why we complete regular reviews to keep your salary in line as you progress. Plus, we offer initiatives to support and give you financial peace of mind.
• Matched employer pension contributions
• Life Assurance and Group Income Protection
• Lifestyle discounts for well-known brands

- Work-life balance
We appreciate the importance of your life outside of work and the benefits of an effective work-life balance. That’s why our policies and culture respect your ability to be flexible, helping you be your best self both in and out of the office.
• Opportunity for hybrid working
• Generous annual leave allowance

- Health and wellbeing
We firmly believe in supporting the whole person, not just the employee. At NFP, you have access to a number of initiatives and resources designed to support your physical and mental health and wellbeing.
• Comprehensive Private healthcare
• Healthcare cash plan
• Additional days off throughout the year to focus on your wellbeing

- Charity and community work
At NFP, your sense of purpose will stretch far beyond your job role. With numerous opportunities to support charities and local initiatives close to our heart, you’ll be able to join us in making a real difference.
• Numerous charity fundraising challenges and events throughout the year
• Opportunities to volunteer and give back to the community
• Award-winning apprenticeship program, helping local schoolchildren take their first steps into the world of work

- Social
It’s not all hard work; we also love to let our hair down. By providing plenty of opportunities to socialise with your colleagues throughout the year, we help ensure our people get on personally as well as professionally.
• Two large employee events every year for summer and Christmas
• Enjoy out-of-work events and socials to get to know your team better
• Good office locations with plenty of opportunity to socialise outside of work

- Inclusion and belonging
We’re proud holders of Insurance Business Magazine’s 5-Star Inclusion and Belonging Employer award. Through our dedicated Inclusion and Belonging committee, we hold educational events that foster a culture of curiosity, not judgement.
• A dedicated Inclusion and Belonging Committee, supported by our Global Advisory Board
• Inclusive policies and procedures to ensure all of our people are treated fairly
• Access to Business Resource Groups that can support with multiple of key challenges

NFP and You... Better Together

NFP is an inclusive Equal Employment Opportunity employer.

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