Head of Financial Services

70000.00 - 100000.00 GBP Annual + GBP70000 - GBP100000/annum
19 May 2017
14 Jun 2017
Contract Type
Full Time
Are you a Chartered Financial Planner looking to take your career to the next level by managing a team of established Pension Advisers?

The Company

This Independent Financial Advisory firm has been specialising in providing pension advice for over 35 years. Having developed specialist services to deliver second-to-none pension consultations, they manage the pension funds for over 300 corporate clients. Since establishing, they have also had a strong IFA arm that delivers truly personal service to Board Directors, Scheme Trustees, Scheme members and Private Clients.

Roles and responsibilities

They are looking to recruit a new Head of Financial Services as the current incumbent is stepping down to take semi-retirement in the Summer. Therefore, this successful new individual will be managing and leading their team of 7 / 8 Pension Advisers to ensure they continue their strong record. In addition, you shall be responsible for managing your own portfolio of clients from bringing clients with you and/or inheriting your predecessors HNW & UHNW portfolio. Due to the group having their own in-house Compliance Officer and Head of Administration, your role will be focussed on supporting the IFA's.

Requirements to be considered

You should be a Level 6 Chartered Financial Planner with the ability to lead a team of IFA's. Ideally, you should have some transferable clients, however this is not essential.


Salary of GBP70,000 - GBP80,000 with OTE of GBP100,000 - GBP120,000+
Company benefits include matched company pension of 3%, 4 x DIS, 25 days' holiday plus bank holidays and flexible package where with salary sacrifice scheme for car or extra pension etc
Fantastic role to takeover the leadership of a successful team of IFA's within an established and successful independent financial advisory firm
Paraplanners and administrators provide support to Advisers to enable more time to be spent with clients


Apply now or call Dvaid Fletcher Regional Recruitment Consultant on

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