Head of Financial Planning

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?

• Lead and support a team of Financial Planners to meet targets and improve client outcomes
• Grow and develop the financial planning team, including hiring and planning for the future
• Work with the Regional Head of Client Operations to support clients' best interests
• Promote good communication and teamwork across departments
• Coach and train the Financial Planning team to boost their skills
• Create and follow strategic plans that match the company's goals
• Stay updated on new products, technical changes, and laws
• Ensure all financial regulations and standards are met
• Track performance to improve efficiency and profits
• Ensure clients get top-notch advice and service

The ideal person

• Experience of leading a team of Advisers in Financial Planning / Wealth Management / Banking
• Implemented sales strategies and aligned operating procedures across teams
• Fully qualified Financial Advisor

What’s in it for you?

• Generous salary with up to 30% bonus
• 28 days holiday + bank holidays
• Car allowance of £6k
• Family PMI
• 5% pension

Interested in finding out more? Apply now and we’d be happy to give you some more details.