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Head of Financial Advice - Dorking, Dorking
Location: Dorking, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
fbd5c05c5c4e
Job Views:
6
Posted:
20.06.2025
Job Description:
Head of Financial Advice - Dorking
We are seeking a Head of Financial Advice for our client based in Dorking. The ideal candidate will help drive this well-established wealth advisory firm forward, working alongside the Founder and Executive Board. The role offers a competitive package, including incentives tied to meeting growth objectives.
Reporting to the Managing Director, the Head of Financial Advice will lead the Adviser team, fostering a people-centric culture to ensure positive outcomes for clients and staff. You should have deep sector knowledge, and as a thought leader, be responsible for the division's vision, strategy, performance, and results. You will coordinate resources to evolve the proposition and meet financial targets.
Requirements:
* Degree or equivalent with a professional qualification in business or related field
* 5+ years of experience in Wealth Management/Financial Advice leadership
* Senior management experience with segment and sales leadership
* Experience managing budgets and profitability
* Exceptional leadership skills to motivate and develop teams
* Strong negotiation skills and ability to influence at all levels, including the Board
* Customer-focused with ownership and initiative
* Commercial acumen with analytical and problem-solving skills
* Industry mentoring or involvement experience
* Ability to network with key personnel internally and externally
* Additional financial services qualifications relevant to the role
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