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- Tasks: Lead a team of financial planners to exceed targets and drive client experience.
- Company: Dynamic financial advice firm in Scotland with a focus on collaboration.
- Benefits: Attractive package, car allowance, bonus structure, and flexible working.
- Why this job: Join at an exciting time to make a real impact and drive performance.
- Qualifications: Senior management experience in financial planning and proven success in target achievement.
- Other info: Flexible work arrangements with some travel across central Scotland.
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. The company is keen to replicate the same success here after a period of change. 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 are 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.
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 like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their values and how they align with your experience. This will help you showcase how you can lead their team of planners effectively.
✨Tip Number 3
Don’t just wait for job postings! Be proactive and reach out directly to firms you admire. Express your interest in potential roles, even if they’re not advertised. It shows initiative and could land you an interview before the position is even posted.
✨Tip Number 4
Utilise our website to apply for roles. We’ve got a range of opportunities that could be a great fit for you. Plus, applying through us means you’ll get the support you need throughout the process!
We think you need these skills to ace Head of financial planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Head of Financial Planning role. Highlight your experience with financial planners and any achievements that demonstrate your ability to exceed targets. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Share your vision for leading a team and driving client experience, and don’t forget to mention your familiarity with industry regulations.
Showcase Your Leadership Skills: Since this role involves leading a team, make sure to showcase your leadership skills in your application. Talk about your coaching and mentoring experiences, and how you've helped teams achieve their goals in the past. We love to see strong leaders!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out on making your mark with us!
How to prepare for a job interview at Eden Scott
✨Know Your Numbers
As the Head of Financial Planning, you'll need to demonstrate a strong grasp of financial metrics. Brush up on key performance indicators relevant to the role and be ready to discuss how you've exceeded targets in previous positions.
✨Showcase Leadership Skills
This role involves leading a team of 15 planners, so it's crucial to highlight your leadership experience. Prepare examples of how you've successfully coached and mentored teams, and how you've driven collaboration across departments.
✨Stay Updated on Regulations
The financial industry is constantly evolving, so make sure you're up to speed with the latest regulations and compliance standards. Be prepared to discuss how you've implemented new procedures or products in past roles to enhance efficiency.
✨Cultural Fit Matters
Every company has its own culture, and this firm is no different. Research their values and think about how your personal style aligns with their team dynamics. Be ready to share how you can contribute to a positive work environment.
