Head of Wealth Planning

  • Hays Specialist Recruitment Limited
  • Oct 02, 2026
Full time Banking

Job Description

Your new company
An excellent managerial opportunity has arisen within an established financial advisory company to head up a team of experienced financial advisers. This is a newly-created role and a key appointment within the business as the company continues to grow. Flexible working culture.

Your new role
As a member of the senior management team, you will be responsible for all aspects of day-to-day management of an existing team, identifying areas of development and providing further training as required, assisting the advisers to grow their business whilst ensuring clients continue to be provided with high levels of service. You will also be responsible for growing the team and recruiting highly skilled advisers.

What you'll need to succeed
Proven experience of managing a high-performing financial advisory team, strong coaching skills, the ability to manage, motivate and support advisers to perform at their best, experience of training and development plans. Strong knowledge of financial advice is essential.

What you'll get in return
In addition to a 6-figure salary, performance-related bonus of up to 40% of salary and good benefits, this is a great long-term career opportunity for someone looking to be a key contributor to a growing business.

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.

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