Overview
An outstanding vacancy has arisen for Head of Financial Planning within a regional financial advice firm in Scotland. Having gone through a period of change and replicating the same position in other areas, the company are keen to replicate the same success here. It is a key hire, an exciting time to be joining and a unique opportunity to help lead the team, see the impact your duties make and drive performance. This is not a regulated position, but it will lead a team of 15 planners based mainly in central Scotland with 1 direct report to help them exceed their targets, implement strategies and ensure that the best compliant advice is given to their clients.
Responsibilities
* Leading the team of financial planners to ensure targets, client outcomes and efficiencies are exceeded by working alongside the regional leadership team, implementing strategies and promoting collaboration.
* Driving client experience to the highest quality, coaching and mentoring the teams, supporting professional development and assessing via measurable metrics in line with regulations and standards.
* Keeping up to speed with industry regulation, rolling out new products and technical products and procedures to promote efficiency.
* Working closely with the regional heads of other departments to aid collaboration across the teams in the area, in addition to recruitment, succession planning and overall growth of the business.
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