Head of Advisory

Burton Recruitment

Posted 21 hours ago, valid for a day

Sheffield, South Yorkshire S5 8DP

Full Time

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Sonic Summary

Our client, a respected and growing IFA Practice, is seeking a driven and ambitious Financial Advisor to join as Head of Advisory.
The role allows for autonomy in building a meaningful team and comes with a solid foundation of existing clients.
The ideal candidate should have leadership skills, a track record in holistic financial advice, and ideally hold Chartered status or equivalent.
This position offers a competitive salary, with the expectation of significant experience in the financial advisory field.
The firm promotes a forward-thinking culture with a focus on work-life balance and opportunities for career progression.

Head of Advisory

Our client, a well established and respected, growing, and successful IFA Practice, is seeking to recruit a driven, dynamic and ambitious, experienced Financial Advisor to join them as Head of Advisory to their team of experienced IFA Advisors within the financial planning firm

The role offers the autonomy to build something meaningful, with healthy introductions and support from day one. Taking on a solid foundation of existing clients you will be tasked with leading, developing, and building a team within a business that values its people and embraces new ideas

The ideal candidate will have the ambition and leadership skills to build and continue the department's success, whilst leading by example, implement processes, and lay the groundwork for future growth. With the firm’s full support, you’ll have the scope to recruit and develop your own team as demand increases.

You will ideally be Chartered status (or equivalent), with a proven track record in delivering holistic, expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.

The firm offers a forward-thinking culture with a focus on work-life balance, flexibility, and innovation and significant opportunities for career progression as the Practice grows

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Head of Advisory

Chartered Financial Planner

Financial Planner

Financial Planner - Employed - Client Bank Provided