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- Tasks: Lead a team of financial planners to exceed targets and enhance client experiences.
- Company: Join a dynamic financial advice firm in Scotland, focused on growth and collaboration.
- Benefits: Enjoy flexibility, a car allowance, and a bonus structure to reward your success.
- Why this job: Make a real impact while developing your leadership skills in a supportive environment.
- Qualifications: Must have senior management experience in financial planning and proven success in target achievement.
- Other info: Work remotely with some travel across central Scotland; CII qualifications preferred.
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:
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 leadership roles. 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 to demonstrate your knowledge during interviews. Being well-versed in current industry standards will show that you are proactive and committed to professional development.
✨Tip Number 3
Prepare specific examples of how you've successfully led teams in the past, focusing on measurable outcomes. Highlighting your achievements in driving performance and exceeding targets will make you stand out as a candidate.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your discussions to align with their goals, showcasing how your leadership style and experience can contribute to their success in the region.
We think you need these skills to ace Head of financial planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and team leadership. Emphasise any achievements related to exceeding targets and driving performance, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Discuss how your background aligns with their needs, particularly your experience in managing teams and implementing strategies.
Showcase Relevant Qualifications: Mention any relevant qualifications, such as CII certifications, and detail your experience in similar roles within national advice firms. This will demonstrate your suitability for the position.
Highlight Leadership Skills: Since this role involves leading a team, be sure to provide examples of your leadership style and how you've successfully coached and mentored others in the past. Use measurable outcomes to illustrate your impact.
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 managed 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 led to improved client outcomes or business growth.
✨Align with Company Culture
Understanding the company culture is crucial. Research the firm’s values and mission, and be ready to explain how your personal values align with theirs. This will demonstrate that you are not only a fit for the role but also for the team dynamics.
