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- Tasks: Lead a team of 15 financial planners to achieve excellence and client satisfaction.
- Company: Prominent financial advice firm based in Scotland with a strong reputation.
- Benefits: Flexible working, competitive salary, and attractive bonus structure.
- Why this job: Make a real impact by leading a talented team in the financial sector.
- Qualifications: CII qualification and proven success in exceeding targets required.
- Other info: Join a dynamic firm with opportunities for professional growth.
The predicted salary is between 43200 - 72000 £ per year.
A prominent financial advice firm in Scotland is seeking a Head of Financial Planning to lead a team of 15 planners. This pivotal role requires experience in managing financial planners, implementing strategies, and ensuring high client outcomes. The role offers flexibility, a competitive salary, and a bonus structure, making it an attractive opportunity for the right candidate.
Essential qualifications include CII and a track record of exceeding targets within the financial advice sector.
Head of Financial Planning — Lead 15 Planners to Excellence in Glasgow employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Planning — Lead 15 Planners to Excellence in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your answers to show how your experience aligns with their goals, especially in leading teams and achieving client outcomes.
✨Tip Number 3
Practice your pitch! Be ready to explain how you've successfully managed financial planners in the past and what strategies you've implemented to exceed targets. Confidence is key!
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to showcase your skills and experience directly to potential employers. Plus, it shows you're serious about landing that Head of Financial Planning role.
We think you need these skills to ace Head of Financial Planning — Lead 15 Planners to Excellence in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Head of Financial Planning role. Highlight your experience in managing teams and achieving client outcomes, as this is what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for leading our team of planners. Share your vision for financial planning and how you’ve successfully implemented strategies in the past.
Showcase Your Qualifications: Don’t forget to mention your CII qualifications and any other relevant certifications. We want to see how your background sets you apart from other candidates, so make it clear!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Eden Scott
✨Know Your Numbers
As a Head of Financial Planning, you'll need to demonstrate your expertise in financial metrics. Brush up on key performance indicators and be ready to discuss how you've exceeded targets in previous roles. This shows you understand the business side of financial planning.
✨Lead with Confidence
Since you'll be leading a team of 15 planners, it's crucial to showcase your leadership style. Prepare examples of how you've successfully managed teams, implemented strategies, and achieved high client outcomes. Be ready to discuss your approach to motivating and developing your team.
✨Client-Centric Mindset
Highlight your commitment to client outcomes during the interview. Share specific instances where your strategies have led to improved client satisfaction or retention. This will demonstrate that you prioritise clients while driving results.
✨Flexibility and Adaptability
The role offers flexibility, so be prepared to discuss how you've adapted to changing circumstances in the past. Whether it’s adjusting strategies or managing team dynamics, showing that you can pivot when needed will resonate well with the interviewers.
