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. We help people grow their savings, protect what matters to them and invest for the future.

We help companies and organisations care for and reward their employees and members.

Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses.

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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.

• 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.

• 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 with business development teams to identify growth opportunities, enhance adviser…