Head of Financial Planning

A highly respected and well-established wealth management firm is seeking an experienced and strategic Head of Financial Planning to lead, develop and grow its financial planning function. This is a senior leadership opportunity for an ambitious individual who can combine technical expertise, commercial awareness and people leadership to deliver an outstanding client-centric financial planning proposition.

The Role

As Head of Financial Planning, you will take full responsibility for the leadership and performance of the financial planning department. You will play a key role in shaping strategy, driving growth and ensuring the delivery of high-quality, compliant advice aligned with client best interests.

Key responsibilities include:

• Leading and executing the financial planning strategy in line with wider business objectives
• Driving the growth and development of the financial planning proposition
• Overseeing departmental performance, including P&L management
• Ensuring robust compliance with regulatory requirements and maintaining high advice standards
• Managing and developing a high-performing team, including recruitment, performance management and succession planning
• Maintaining and enhancing training & competency (T&C) frameworks
• Building and maintaining strong relationships with internal stakeholders and external providers
• Identifying and developing new business opportunities through professional networks
• Championing a strong client-first culture, embedding regulatory principles such as Consumer Duty

About You

To be successful in this role, you will be a proven leader within financial planning or wealth management, with the ability to influence at a senior level and drive meaningful change.

You will have:

• A minimum level 4 qualification (CII or equivalent), with Chartered status (level 6) preferred
• Extensive experience in financial planning, including regulatory and advice frameworks
• Strong leadership and people management experience, with a track record of building successful teams
• Demonstrated ability to influence senior stakeholders and contribute to strategic direction
• Business development experience and an established professional network
• Excellent communication, analytical and decision-making skills
• A proactive, forward-thinking approach with the ability to drive innovation and continuous improvement

Why Apply?

• Opportunity to shape and lead a key business function
• Influence strategy at a senior level
• Work within a collaborative, client-focused environment
• Competitive salary and benefits package
• Clear scope for impact, growth and long-term career progression

If you are an experienced Financial Planning Leader looking for your next strategic challenge, we would welcome your application.

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