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Head of financial planning

Stirling
Permanent
Reed
Financial planner
Posted: 5h ago
Offer description

Head of Financial Planning

Salary: £70,000 - £100,000 (Negotiable depending on experience)

Location: Scotland

Job Type: Full-time, Permanent

Are You Ready to Lead the Future of Financial Planning?

This is a genuinely rare opportunity for a Head of Financial Planning, we're seeking a leader who can drive our client’s team to new heights.

If you have a passion for excellence, a knack for strategic thinking, and a commitment to delivering unparalleled client experiences, this is the opportunity you've been waiting for.

As the Head of Financial Planning, you will be at the forefront of shaping the financial planning strategy, steering business performance, and ensuring the highest standards of regulatory compliance and ethics.

This role is not just about managing a team; it's about inspiring and mentoring a group of dedicated professionals to achieve their full potential and exceed client expectations.

What will you be doing?

1. Lead and support a team of Financial Planners to meet targets and improve client outcomes
2. Grow and develop the financial planning team, including hiring and planning for the future
3. Work with the Regional Head of Client Operations to support clients' best interests
4. Promote good communication and teamwork ac...

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