We’re hiring for the Head of Wealth & Financial Planning to head up our growing Wealth & Financial Planning team
This role is critical in providing high-quality financial advice while managing and supporting a team of Private Client Consultants, with plans to grow and develop the team further. The focus will be managing a portfolio of clients with immediate needs, helping to guide and support the team as they grow into future financial planning and wealth advisory roles.
Lucy Reed
Talent Acquisition Executive
Who are NFP?
With over 600 people in the UK and Ireland and over 8,000 employees worldwide, NFP are part of the Aon group and specialise in helping businesses in four core areas:
- Insurance (helping them manage key risks)
- Health and safety (supporting them to create a safer workplace for their employees)
- Employee benefits (helping them reward their people more effectively)
- HR, people and talent (supporting employers and their people to thrive through changes and challenges)
We're looking for someone with:
- Excellent interpersonal, communication, and relationship management skills.
- Ability to balance leadership responsibilities with personal client engagement to drive both team and business growth. Proficiency in financial planning software, particularly Voyant
- Certified Financial Planner (CFP)
- Expertise in personal taxation, including Capital Gains Tax (CGT) reliefs and wealth structuring strategies.
- Proficiency in financial planning software, particularly Voyant.
- A minimum of a bachelor’s degree in finance, Economics, Business, or a related field.
- Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams.
- Tax qualification is desirable
- Expertise in personal taxation, including Capital Gains Tax (CGT) reliefs, termination payments and wealth structuring strategies. (propose to add bolded text)
Using your skills, you will be:
- A trusted adviser to our clients
- Recommend and provide solutions to meet client's needs while also developing lasting relationships
- Undertaking a full review of the client's financial needs and goals
- Producing a comprehensive report detailing relevant fact-finding information and recommendation based on clients’ goals
- Work alongside the sales and marketing team to deliver effective and engaging marketing activities/communications for clients
- Deliver Financial Wellness seminars to employees of our corporate partners
- Manage internal and external relationships to drive referral network
Key information
At NFP, an Aon company, we offer flexible or hybrid working subject to your contract or manager
Hours
35 Hours
Location
Blackrock
What you'll love about working here
- Working in a dynamic, fast-paced organisation in an exciting industry
- The opportunity to do globally impactful work from day one
- Learning from industry and business line specialists with decades of experience
- A huge variety of projects to work on and challenges to solve
- Our People First culture, which illustrates our commitment to your wellbeing and development, not just as an employee but as a human being
- A rich suite of employee benefits and out-of-work perks
The great benefits we offer
Finances
It’s important to know you’re paid fairly for the hard work you put in, which is why we complete regular reviews to keep your salary in line as you progress. Plus, we offer initiatives to support and give you financial peace of mind.
- Matched employer pension contributions
- Life Assurance and Group Income Protection
- Lifestyle discounts for well-known brands
Work-life balance
We appreciate the importance of your life outside of work and the benefits of an effective work-life balance. That’s why our policies and culture respect your ability to be flexible, helping you be your best self both in and out of the office.
- Opportunity for hybrid working
- Generous annual leave allowance
- Buy even more annual leave so you don’t miss out on that extra trip
Health and wellbeing
We firmly believe in supporting the whole person, not just the employee. At NFP, you have access to a number of initiatives and resources designed to support your physical and mental health and wellbeing.
- Comprehensive Private healthcare
- Healthcare cash plan
- Additional days off throughout the year to focus on your wellbeing
Charity and community work
At NFP, your sense of purpose will stretch far beyond your job role. With numerous opportunities to support charities and local initiatives close to our heart, you’ll be able to join us in making a real difference.
- Numerous charity fundraising challenges and events throughout the year
- Opportunities to volunteer and give back to the community
- Award-winning apprenticeship program, helping young adults from local schools take their first steps into the world of work
Social
It’s not all hard work; we also love to let our hair down. By providing plenty of opportunities to socialise with your colleagues throughout the year, we help ensure our people get on personally as well as professionally.
- Two large employee events every year for summer and Christmas
- Enjoy out-of-work events and socials to get to know your team better
- Good office locations with plenty of opportunity to socialise outside of work
Inclusion and belonging
We’re proud holders of Insurance Business Magazine’s 5-Star Inclusion and Belonging Employer award. Through our dedicated Inclusion and Belonging committee, we hold educational events that foster a culture of curiosity, not judgement.
- A dedicated Inclusion and Belonging Committee, supported by our Global Advisory Board
- Inclusive policies to ensure all of our people are treated fairly
- Access to Business Resource Groups