A rare opportunity to build and lead a Wealth Management division with the backing of an established client bank, a successful mortgage and protection business, and one of the UK's leading advice networks."
Build, Lead and Scale a New Wealth Management Division
£120,000 + and Benefits | Significant Growth Opportunity | Essex / London
This is not a maintenance role.
This is an opportunity for a commercially minded individual to create and lead a wealth management business within an already successful mortgage and protection firm that has spent years building trusted client relationships and a strong reputation across Essex and beyond.
If you've ever wanted the freedom to shape a proposition, build a team, influence strategy and leave a lasting legacy, this could be the role you've been waiting for.
The benefits:
- Competitive basic salary up to £100k
- Performance bonus delivering realistic six-figure earnings. 20-40% linked to milestones
- Potential long-term incentive linked to the success of the Wealth division.
- Existing client bank and referral opportunities.
- Full paraplanning and administration support.
- Private medical insurance.
- Life assurance (4x salary).
- Income protection.
- All professional fees funded.
- Chartered support and continued professional development.
- Flexible and hybrid working.
Why This Opportunity Is Different
This firm has built a highly successful mortgage and protection business within The Openwork Partnership, helping hundreds of clients navigate some of life's most important financial decisions.
The next stage of our journey is clear.
We are launching a dedicated Wealth division and are looking for an exceptional Wealth Director to lead that growth.
Rather than inheriting an existing structure, you'll have the rare opportunity to create one.
You'll design the proposition, establish the operating model, shape the client experience, build the team and drive the growth strategy.
Most importantly, you'll have access to an established and engaged client bank, a strong referral ecosystem and the backing of one of the UK's leading advice networks.
The Opportunity
We're looking for an entrepreneurial Wealth professional who combines commercial acumen with leadership capability.
You'll initially remain hands-on with clients while establishing the foundations of the business, building Assets Under Advice and creating a scalable model capable of supporting future adviser growth.
By the end of 2027, our ambition is to exceed £10 million of Assets Under Advice and establish ourselves as a recognised destination for quality financial planning advice.
You will play the central role in making that happen.
What Success Looks Like
Within your first 12 months you will have:
- Established and launched our Wealth proposition.
- Created clear client segmentation and service models.
- Built a consistent referral process across mortgage and protection teams.
- Generated meaningful AUA growth from existing client relationships.
- Implemented robust governance, suitability and servicing standards.
- Positioned the business for adviser recruitment and future scale.
Within 24-36 months you will have:
- Built a thriving Wealth division.
- Recruited and developed additional advisers.
- Established ourselves as a recognised Wealth brand.
Delivered substantial AUA growth and recurring revenue.
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You're likely to be an experienced Financial Planner, Wealth Manager or Wealth Director who has already built significant Assets Under Advice and now wants more influence over the future direction of a business.
You may currently feel constrained by bureaucracy, lack of autonomy or limited growth opportunities.
This role offers the chance to take ownership, make decisions and build something meaningful.
You'll be equally comfortable discussing complex planning strategies with clients as you are shaping a business plan, mentoring advisers and presenting performance metrics to the board.
You must hold the minimum L4 Diploma in Financial Advice and ideally be Chartered, close to, or willing to become.
This firm are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
