Head of Academy - Financial Planning

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Senior Recruitment Professional - Financial Services

Head of Academy – Wealth Management

Salary: £95,000 – £110,000 (flexible for the right candidate)

Contract: Permanent, full-time

We are partnering with a leading wealth management organisation to appoint a Head of Academy into a newly created and business-critical role.

This is a unique opportunity for a highly motivated and hands-on professional to take ownership of an Academy currently established in Kettering, and drive its expansion to a nationally recognised, scalable offering .

The Role

• Based 3 days a week in Kettering (some flexibility may be possible) with extensive UK travel required after the first six months.
• Full handover and knowledge transfer with the current Directors (exiting the business).
• Responsible for building, shaping, and scaling the Academy from a local initiative to a national platform .
• Partnering with senior stakeholders across the business to implement the Academy’s go-to-market strategy.
• Acting as both strategic leader and hands-on operator —this is not a role with an established team to delegate to. You will be instrumental in building the infrastructure, with a team structure to follow in time.

Key Requirements

• 5+ years’ experience in wealth management or financial advisory.
• At least 2 years in a leadership capacity.
• Strong stakeholder management and collaboration skills.
• Proven ability to deliver initiatives that balance strategy, growth, and operational execution .
• Experience in building or scaling an academy, training function, or development programme is highly desirable.
• Level 4 RQF Diploma in Financial Planning is preferred (not essential).

Who Will Succeed in This Role?

This role is best suited to someone who wants to “live and breathe” the Academy , with the energy and commitment to travel, engage, and personally build the foundations of a function that will scale nationally.

It will appeal to:

• Senior Managers who have supported academy or training initiatives and are ready to step up.
• Current Heads of Academy/Heads of Learning & Development in wealth management seeking a broader, more strategic role with true scope for growth