Head Wealth Management

**Introduction**
- Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.

**Role Purpose**
- To provide strategic and tactical direction, leadership, and integration of Wealth Management and Financial Planning propositions within Consult. The role is responsible for the design, build and implementation of Consult Wealth management and financial planning solutions, therefore enabling advisers with holistic financial planning solutions, ensuring client-centric advice, and embedding Consult wealth management and financial planning solutions across products and services. This includes providing thought leadership, driving innovation, strengthening technical advice capability, and building a culture of sustainable financial wellness. The role will support, lead, and enable Consult in aligning Wealth Management and Financial Planning strategies with business objectives, adviser growth, and client outcomes.

**Requirements**:

- Bachelor’s degree in finance, Business Management, Economics, or related field (Master’s degree preferred).
- Postgraduate Diploma in Financial Planning.
- Certified Financial Planner (CFP) designation (essential).
- Additional professional certification such as CFA (advantageous).
- Minimum 5 - 8 years of experience in financial services and wealth management.
- At least 5-8 years’ experience within the corporate financial advice and distribution sector.
- Proven experience in managing financial adviser networks and enabling advice-led distribution.
- 3-5 years’ exposure to specialized investments and wealth management propositions.

**Duties & Responsibilities**
- Formulation, implementation and promotion of the strategic wealth strategy and financial planning whereby providing thought leadership across Consult (Internal perspective):

- Design, implement, and promote the Wealth Management and Financial Planning strategy, providing thought and execution leadership across Consult.
- Contribute and communicate forward-thinking Wealth and Financial Planning frameworks and advice processes, ensuring alignment to Consult priorities.
- Contribute to thought leadership internally and across the industry, driving continuous innovation, vertical integration and business transformation.
- In alignment with the Advice philosophy, develop and execute specific Wealth Management and Financial Planning strategies that address the unique requirements of Consult while maintaining consistency with the overall strategic vision.
- Oversee the creation and execution of tailor-made Wealth and Financial Planning processes, tools, and advice standards that enable high-quality, consistent and compliant client outcomes.
- Collaborate with implementation teams to ensure seamless execution of both wealth and financial planning initiatives.
- Ensure that Wealth and Financial Planning frameworks, methodologies and advice processes adhere to FAIS (inclusive of being CoFi-ready), regulatory requirements, governance frameworks and industry best practices.
- Develop and implement tailored risk management strategies for Consult, ensuring proactive identification and mitigation of emerging risks.
- Conduct research to stay at the forefront of market trends, investment strategies, economic developments, financial planning practices and legislative changes.
- Analyse data and research to identify unique opportunities and challenges within Consult, enabling data-driven decisions.
- Partner withbusiness development teams to identify growth opportunities, enhance adviser productivity, and attract new clients.
- Drive strategies to increase, retain and grow assets under management, assets under advice and quality of financial plans delivered, ensuring both profitability and client-centricity.
- Create and promote the connection between the Investment Philosophy, Risk Profile, Elite Wealth Process and Financial Planning frameworks, ensuring integration and consistency in deployment.
- Act as the key relationship manager with providers, strategic partners and Momentum Investments, ensuring effective collaboration and delivery.
- Drive and influence both the investment behaviour and financial planning discipline of advisers based on the Momentum Advice philosophy.
- Promote structure, fee optimisation and financial planning standards to deliver sustainable client outcomes and business growth.

Lead and grow Wealth management and financial planning in Consult to contribute to client growth, engagement and sound financial advice (Client perspective):

- Drive a client-centric culture by ensuring high-quality, holistic financial planning advice.
- Partner with advisers and FP’s to e