Head of Financial Planning/Advice
Leeds
£70,000 to £100,000 per annum
Our client is a fully independent and expanding financial advice firm, who are committed to offering a holistic approach to their client’s financial well-being. They strive to making the financial planning journey as clear, empowering, and convenient as possible.
The Head of Advice role will be to lead their team of financial advisers and their support team of paraplanners and administrators, ensuring the delivery of high-quality, compliant, and client-focused advice. This role is pivotal in shaping the advice strategy, driving business performance, and maintaining the highest standards of regulatory compliance and ethics.
The role will predominantly focus on the delivery of the team’s targets and objectives, whilst operating within the established business procedures and adhering to the regulatory environment. The successful applicant will work closely with other members of the Senior Leadership Team, taking on a key role in the business’s further growth and development.
Key duties will include:
1. Team Leadership: Overseeing and leading the team, promoting a culture of collaboration, efficiency, and continuous improvement to achieve business targets.
2. Operational Excellence: Spearheading efforts to optimise operational processes, workflows, and systems to enhance overall efficiency and reduc...