Senior Finance Leader
1 day ago
About Us
Job DescriptionWe are seeking a senior finance leader to join our team as the Head of Financial Planning. This role is critical in providing high-quality financial advice while managing and supporting a team of Private Client Consultants.
Key Responsibilities- Manage a portfolio of high-net-worth clients, providing expert financial planning services, including estate planning, investment strategies, retirement planning, and risk management.
- Develop and implement best practices for financial planning and advisory services within the team.
- Lead, mentor, and develop a team of Private Client Consultants, ensuring consistent growth and high performance.
- Identify training opportunities to keep the team updated on industry trends and regulatory changes.
- Foster a collaborative and accountable team culture focused on excellence.
- 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.
- Opportunity for hybrid working.
- Generous annual leave allowance.
- Comprehensive Private healthcare.
- Healthcare cash plan.
We are an inclusive Equal Employment Opportunity employer.
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