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Head of Wealth Management

Job description

Exciting Opportunity: Seeking a Head of Wealth for a Leading Financial Services Firm c.£120k + Attractive bonus scheme and great benefits?

I am thrilled to announce an exceptional career opportunity for a talented and experienced professional in the financial services industry. I have been retained to seek a 'Head of Wealth' to join an esteemed organisation and lead their Wealth Management team.

The business currently has c.£5m recurring income and the ideal candidate will display the following:

  • Forward thinking
  • 'New school' thinker, be open to the possibilities of AI
  • Ideally Chartered status but minimum Level 4 Qualification
  • Track record of growing and developing IFA's

As the Head of Wealth, you will play a pivotal role in shaping the future success of the firm. You will be responsible for overseeing the Wealth Management department, ensuring the delivery of exceptional client service and driving strategic growth. This is a high-impact leadership role that requires a deep understanding of wealth management, strong business acumen, and a proven track record of success.

The role will be pivotal in shaping the firms ongoing success and the successful candidate will be part of the core Leadership group.

Key Responsibilities:

  • Develop and execute a comprehensive wealth management strategy that aligns with our clients' needs and market trends
  • Lead a team of 14 talented IFA's, providing guidance, mentorship, and support to foster their professional growth
  • Collaborate closely with internal stakeholders, such as operations, to ensure seamless service delivery and optimal client outcomes
  • Drive business development initiatives to attract and retain high-net-worth clients, expanding our client base and assets under management
  • Stay abreast of industry regulations and market trends, incorporating best practices into our wealth management offerings
  • Maintain and strengthen relationships with key stakeholders, including strategic partners and external advisors
  • Adding strategic value to the business


  • Extensive experience in the financial services industry, with a focus on wealth management
  • Proven track record of success in a leadership role within wealth management, demonstrating strong business results and client satisfaction
  • In-depth knowledge of investment products, financial planning strategies, and wealth management solutions
  • Excellent leadership and people management skills, with the ability to inspire and motivate a team
  • Strong business development acumen, with a track record of attracting and retaining high-net-worth clients
  • Exceptional communication and relationship-building skills, with the ability to interact effectively with clients, stakeholders, and internal teams

If you are a passionate and results-driven leader with a deep understanding of Wealth Management, this is a remarkable opportunity to join a leading and highly accredited financial services firm. You will have the chance to make a significant impact, shape the future of our wealth management division, and contribute to the success and financial well-being of their clients.

If you or someone you know possesses the qualifications and aspirations for this role, please reach out to explore this exciting opportunity further.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.