Head of Branch , Wealth Management , Wealth Planning , Chiswick area

Job Description

SALARY: 75-100K (plus bonus and benefits)

The Client

A well-established Wealth Management firm operating with HNW clientele.

The Role

1. This is a fantastic opportunity for a Regulated Financial Planner / Wealth Manager who has a strong Relationship Management ability, and who would be keen to step into a highly recognised role within this Wealth Management firm’s Chiswick Branch.
2. The Head of Branch will ultimately be responsible for implementing and developing the Wealth Management firm’s strategy among the Chiswick community, taking opportunities to find new prospects and introducing them to the relevant financial advisers as well as supporting the transition from prospect to wealth management clients.
3. The Head of Branch is to create new business development for the Wealth Management firm, hosting events to attract new prospects. Working confidently with local businesses, publications and digital avenues to generate Wealth Management business brand awareness within the community.
4. The Head of Branch will build relationships with Investment Management and Wealth Planners, supporting the adviser teams.
5. The Head of Branch will confidently promote the firm in regards to Savings, Financial Planning and Investing, showing an in-depth knowledge of the full range of Wealth Management services to HNW client prospects.
6. Keep up to date with the Wealth Management firm’s financial strategy and industry trends as well as attending CPD.
7. The Head of Branch really will be keen to immerse themselves into the Chiswick community and the role will have great potential for company development.

The Candidate

1. At least 10-15 years experience within the Wealth Planning, Financial Planning, Wealth Management or Investment Management industry.
2. A strong relationship focus with a commercial mindset.
3. Level 4 qualification from CISI or CII - either.
4. Demonstrable experience of business development and sourcing new business.