Head of Advisory | High-Net-Worth Wealth Management

SUMMARY:
Head of Advisory | High-Net-Worth Wealth Management

POSITION INFO:

Head of Advisory | High-Net-Worth Wealth Management

Are you a seasoned financial services leader with a passion for driving growth and mentoring elite talent? We are seeking a dynamic Head of Advisory to spearhead revenue growth and advisor performance for a premier, award-winning independent financial planning practice.

This role offers the opportunity to provide strategic oversight for a high-performing team while embedding a culture of excellence for high-net-worth (HNW) and ultra-high-net-worth (UHNW) families.

The Opportunity

Reporting directly to the CEO, you will be responsible for the strategic leadership and operational success of the Financial Advisory division. Your focus will be on achieving AUM growth, hitting revenue targets, and ensuring an industry-leading client experience.

Core Responsibilities:

• Team Leadership: Lead, coach, and develop a team of Financial Advisors to drive productivity and accountability.

• Sales Strategy: Manage advisor pipelines, set individual sales targets, and implement strategies to optimize conversion rates.

• Business Growth: Oversee lead allocation from strategic partnerships and identify cross-selling opportunities across the group.

• Advice Excellence: Maintain high standards of advice quality, ensuring full adherence to FAIS, FSCA, and TCF principles.

• Operational Alignment: Provide strategic oversight of the para-planning function to improve efficiency and support quality.

Your Profile

We are looking for an entrepreneurial professional who balances strategic thinking with disciplined execution.

• Experience: At least 7-10 years in financial services, with 3-5 years in a leadership or sales management role.

• Proven Track Record: Demonstrated success in driving AUM growth and managing sales teams within the HNW/UHNW market.

• Education: A Bachelor’s degree in Finance, Economics, or Business is required.

• Professional Credentials: A Postgraduate qualification (Wealth Management, Tax, or MBA) and a Certified Financial Planner® (CFP®) designation are highly preferred.

• Skills: Exceptional interpersonal skills, professional presentation, and the ability to perform under pressure.

Remuneration

• Competitive Cost-to-Company package, commensurate with experience and qualifications.

• Performance-based bonus structure.

Head of Advisory | Elite Private Wealth Management

Are you a strategic leader with a proven track record of driving revenue and high performance in the financial services sector? A multi-award-winning, independent financial planning firm is seeking a dynamic Head of Advisory to lead our team of elite Financial Advisors and shape the future of our private wealth management division.

This is a high-impact role designed for an entrepreneurial leader who thrives on building scalable growth while maintaining the highest standards of client-centric advice for high-net-worth (HNW) and ultra-high-net-worth (UHNW) families.

Position Overview

Reporting directly to the CEO, the Head of Advisory is responsible for driving revenue growth, advisor performance, and client acquisition across the Financial Advisory division. You will provide the strategic leadership and operational oversight necessary to achieve AUM targets and ensure excellence in client experience.

Key Responsibilities

• Advisor Leadership: Lead, manage, and develop a high-performing team of Financial Advisors through coaching and mentorship.

• Sales & Pipeline Management: Drive the achievement of revenue, AUM, and growth targets by optimizing individual and team sales activity.

• Strategic Growth: Oversee lead allocation from strategic partnerships and identify cross-selling opportunities across divisions.

• Compliance & Quality: Ensure strict adherence to FAIS, FSCA, and TCF principles while maintaining high standards of advice quality.

• Operational Oversight: Manage the relationship between advisors and the para-planning team to improve efficiency and turnaround times.

Skills and Requirements

• Experience: Minimum 7–10 years in financial services, with 3–5 years specifically in a leadership or sales management role.

• Education: Bachelor’s degree in Finance, Economics, or Business (Required).

• Expertise: Proven track record in driving sales growth and working with HNW and UHNW clients.

• Qualifications: Postgraduate qualification in Wealth Management or Tax and a Certified Financial Planner® (CFP®) designation are highly desirable.

• Attributes: Strong understanding of revenue drivers, exceptional interpersonal skills, and an entrepreneurial spirit.

Remuneration

• Competitive Cost-to-Company (CTC) package, depending on experience and qualifications.

• Performance-based bonus.