Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead a team of financial planners to exceed targets and drive client experience.
- Company: Join a dynamic regional financial advice firm in Scotland during an exciting growth phase.
- Benefits: Enjoy flexibility, a car allowance, and a bonus structure to reward your success.
- Why this job: Make a real impact while mentoring others and shaping the future of financial planning.
- Qualifications: Must have senior management experience in financial planning and relevant CII qualifications.
- Other info: Flexible working options with some travel across central Scotland required.
The predicted salary is between 43200 - 72000 £ per year.
An outstanding vacancy has arisen for Head of Financial Planning within a regional financial advice firm in Scotland. Having gone through a period of change and replicating the same position in other areas, the company are keen to replicate the same success here. It is a key hire, an exciting time to be joining and a unique opportunity to help lead the team, see the impact your duties make and drive performance.
This is not a regulated position, but it will lead a team of 15 planners based mainly in central Scotland with 1 direct report to help them exceed their targets, implement strategies and ensure that the best compliant advice is given to their clients.
Key duties will include but not limited to:
- Leading the team of financial planners to ensure targets, client outcomes and efficiencies are exceeded working alongside the rest of the regional leadership team by implementing strategies and promoting collaboration.
- Driving client experience to the highest quality, coaching and mentoring the teams supporting professional development and assessing via measurable metrics in line with regulations and standards.
- Keeping up to speed with industry regulation, rolling out new product and technical products and procedures to promote efficiency.
- Working closely with the regional heads of other departments in the area to aid collaboration across the teams in the area in addition to recruitment, succession planning and overall growth of the business.
To be considered for this role, you must be a highly experienced senior manager with experience working with financial planners in a similar position. A large amount of the job can be done via teams meetings etc and manage your own diary but some travel will be involved so they are flexible across central Scotland. A track record in achieving/exceeding targets with a proven success rate is key, along with fitting in their team dynamics and aligned to their company culture. CII qualifications and having worked in another national advice firm with change/strategy experience would also be preferred.
A highly attractive package, car allowance and bonus structure are on offer to attract the best individual for the role along with flexibility and autonomy to make your mark.
Please get in touch to discuss further with Alison Curran in the strictest of confidence or click apply now to express interest prior to progressing with our client.
#J-18808-Ljbffr
Head of financial planning employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of financial planning
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who have experience in leading teams. Attend industry events or webinars to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 2
Research the latest trends and regulations in financial planning. Being well-versed in current industry standards will not only help you in interviews but also demonstrate your commitment to professional development.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully led teams in the past. Highlight your achievements in exceeding targets and driving performance, as these are key aspects of the role.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your conversations to show how your leadership style aligns with their culture and how you can contribute to their goals.
We think you need these skills to ace Head of financial planning
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and expectations of the Head of Financial Planning position. Tailor your application to highlight relevant experience in leading teams, achieving targets, and driving client satisfaction.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience as a senior manager in financial planning. Include specific examples of how you've successfully led teams, implemented strategies, and exceeded targets in previous roles.
Showcase Your Qualifications: Mention any relevant qualifications, such as CII certifications, and detail your experience in national advice firms. This will demonstrate your credibility and alignment with the company's expectations.
Personalise Your Application: Address your application to Alison Curran as mentioned in the job description. A personalised touch can make your application stand out and show your genuine interest in the role.
How to prepare for a job interview at Eden Scott
✨Showcase Your Leadership Skills
As a Head of Financial Planning, you'll be leading a team of 15 planners. Be prepared to discuss your leadership style and provide examples of how you've successfully led teams in the past, particularly in achieving targets and driving performance.
✨Demonstrate Industry Knowledge
Stay updated on the latest industry regulations and trends. During the interview, highlight your understanding of compliance and how you have implemented new products or procedures in previous roles to enhance efficiency.
✨Emphasise Collaboration Experience
This role requires working closely with regional heads of other departments. Share specific instances where you've fostered collaboration across teams, and how that has positively impacted client outcomes and team dynamics.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and strategic thinking. Prepare scenarios where you've had to overcome challenges in financial planning or team management, and explain your thought process and the results achieved.
