Head of Wealth Planning

Your new company An exceptional opportunity has arisen for an experienced Financial Adviser / Chartered Financial Planner with a solid track record in management to step into a key role within a well-established accountancy practice. The company has ambitious plans for growth and is looking to invest significantly by appointing a Head of Financial Planning to expand the firm's wealth planning business. Your new role This is a new role whereby you will be provided with a blank canvass to grow the financial planning business. This will include building a new team of advisers across several locations to work closely with the accountancy side of the business to maximise opportunities with existing clients. What you'll need to succeed You will have a demonstrable track record of building and growing a team of advisers, excellent leadership skills, experience of working within compliance oversight, the drive and ambition to take on a role which will be focused on continued growth, whilst also being prepared to be hands-on in advising an existing client portfolio in the short-term whilst building your advisory team. Essential to be a fully-qualified financial adviser, ideally Chartered. What you'll get in return A 6-figure basic salary and generous management incentives include significant equity and directorship prospects. This is an excellent long-term career opportunity to be part of an established and growing professional practice. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk TPBN1_UKTJ

Created: 2025-11-03