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Job Descrption

Are you an experienced leader with a strong track record in financial planning and regulatory expertise?

Do you thrive in leadership roles where you can make a significant impact?

Were all about creating value for our clients, while fostering an environment where our teams can thrive. If this aligns with your skills and experience, come and help us shape the future of wealth management.

Where do you fit in?

Youll play a key part in advancing our regional growth while ensuring outstanding service to our clients. As a brand ambassador, youll lead, motivate, and support our team of financial planners and advisors, driving revenue and fostering strong relationships with clients across your region.

Youll oversee team activity, manage pipeline business, and secure new client relationships. Focussing on excellence, youll implement our propositions and sales process, ensuring that both client expectations and regulatory standards are consistently met. Youll work closely with key... stakeholders to support national projects and initiatives, contributing to long-term business objectives.

Day to day, youll be involved with:
• Leading and managing your team to meet revenue targets, developing both existing and new client relationships
• Ensuring adherence to the Senior Management and Certification Regime (SMCR), and oversee the training, competence, and professional development of your advisors
• Proactively seeking new business opportunities and drive strategic initiatives to support the firms growth
• Supporting a culture of service excellence by exceeding client expectations and promoting customer fairness
• Collaborating with internal stakeholders and managing projects that align with our goals for innovation and client service
• Engaging in recruitment and retention to build a high-performing team that aligns with HR and regulatory requirements.

What's in it for You?
• A competitive salary and benefits, including Private Medical Insurance, birthday leave, and staff discounts
• The chance to make a real difference in a growing company
• Challenging, meaningful work that lets you showcase your skills and drive innovation

What do you need to succeed?
• Youll hold a QCF Level 4 qualification (Level 6 preferred), Competent Adviser Status, and a current Statement of Professional Standing (SPS)
• Able to demonstrate extensive knowledge of FCA rules, financial planning processes, and market regulations, combined with strong commercial awareness and integrity
• Proven leadership skills with experience in managing large teams to drive revenue growth and build strong, professional client relationships in wealth management

This is a hybrid role, with regular attendance required at our central London office (EC3N 3AA). Travel to other office locations may also be required.

Who are Argentis? What do we do?

This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Hurst Point Group. We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses.

Were looking for talented people to join our teams, to help us achieve our goals and build for the future.

We are committed to equality of opportunity for all, we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees

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