Overview
We are excited to be working on a newly created Head of Financial Planning position for a large HNW financial planning company with multiple offices in the Southwest, Home Counties and London. The role will report into the CEO, and you will be part of their senior management team. You will be responsible for organic growth working with each Financial Planner in the business alongside providing 1st line T&C support. You will also be strategically involved in other areas of the business including helping lead on the integration of any company acquisitions. This is a pure management, non-client facing position.
Responsibilities
* Lead organic growth initiatives with each Financial Planner and provide 1st line terms and conditions support.
* Collaborate with the senior management team to drive business strategy and integration of acquisitions.
* Manage and develop a team of financial planning professionals, focusing on high-quality client service and growth targets.
Qualifications
* Experience leading sales and financial planning teams; understands how a financial planning business operates across departments.
* Able to tailor leadership approach to different Adviser levels, from senior practitioners with HNW-UHNW portfolios to junior Advisers building books.
* Proven ability to motivate and coach teams to achieve growth targets while ensuring high-quality client service.
* Strong technical understanding of Financial Planning; at least Level 4 qualified, ideally Chartered.
Remuneration
For the right person, a highly competitive six-figure basic salary plus bonuses based on personal and team performance, plus corporate benefits.
What next?
If you have the required skills and experience for this role and are interested in applying or would like to find out more, please get in touch.
Seniority level
* Director
Employment type
* Full-time
Job function
* Management and Strategy/Planning
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Shepton Mallet, England, United Kingdom
Glastonbury, England, United Kingdom
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