Are you an experienced Advice Manager or Head of Advice looking to join one of the UK's most respected Chartered Wealth Management firms?

We are proud to have partnered with this organisation for over 10 years, successfully placing nearly 40 professionals into the business during that time. Their growth story has been remarkable, having more than trebled in size through organic growth, whilst maintaining the collaborative, client-centric culture that has made them a destination employer within the wealth management sector.

Due to continued success and ongoing expansion, they are now seeking a Head of Advice to lead, develop and inspire their growing team of Financial Advisers.

Why This Opportunity Stands Out

This is a genuine leadership role where you will become a key member of the Senior Management Team, reporting directly to the Board and playing a pivotal role in shaping the future direction of the Financial Planning division.

You'll join a firm renowned for:

Exceptional staff retention

A collaborative and supportive culture

Strong ethics and client-first values

High-quality HNW and UHNW client relationships

Significant assets under management

Internal referral opportunities

A clear commitment to adviser development and succession planning

This is an opportunity to make a genuine impact within an established and highly respected business whilst enjoying significant autonomy and influence.

The Role

You will lead a team of Financial Advisers at varying stages of their careers, from highly successful advisers managing in excess of £100m AUM through to developing planners requiring coaching, mentoring and support.

Responsibilities will include:

• Managing and developing the Financial Adviser team
• Conducting regular 1-2-1 meetings and performance reviews
• Coaching and mentoring advisers to maximise capability and potential
• Creating development plans and identifying skills gaps
• Overseeing revenue growth and business performance
• Ensuring adherence to T&C requirements and regulatory standards
• Reviewing pipelines and supporting business planning
• Driving referrals, lead generation and conversion rates
• Supporting succession planning initiatives
• Working closely with the Board to help shape future strategy

The Ideal Candidate

Level 4 Diploma Qualified (minimum)

Proven track record managing and developing Financial Advisers

Strong leadership and people management capability

Excellent coaching and mentoring skills

Commercially aware with experience driving growth

Deep understanding of Financial Planning and Wealth Management

Passion for developing high-performing teams

What's on Offer?

• Basic Salary circa £120,000
• Performance-Related Bonus
• Excellent Benefits Package
• Hybrid & Flexible Working
• Senior Leadership Position
• Direct Board Exposure
• High Degree of Autonomy
• Outstanding Long-Term Career Prospects
• Opportunity to leave a lasting legacy within a market-leading firm

The Culture

This is a business that genuinely values its people. The culture is professional, supportive and highly collaborative, with an emphasis on long-term relationships rather than short-term gains.

Advisers are given the tools, support and freedom to succeed, whilst leadership are trusted to drive innovation, improve processes and make meaningful contributions to the firm's continued success.

If you are looking for a role where your voice will be heard, your experience valued and your contribution recognised, this represents an exceptional opportunity.

Interested?

For a confidential discussion, please contact:

Laura Warburton

Partner | Financial Divisions LLP