Head of Financial Planning
Location: Leeds
Salary: Competitive + Bonus + Benefits
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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