At a Glance
- Tasks: Lead a team of financial planners and shape the firm's strategic direction.
- Company: High-calibre independent financial planning firm in Yorkshire.
- Benefits: Competitive salary, leadership role, and opportunity for professional growth.
- Other info: Ideal for those looking to make a significant impact in a growing firm.
- Why this job: Influence business strategy and enhance client experiences in a dynamic environment.
- Qualifications: Proven leadership experience in financial planning and strong communication skills.
The predicted salary is between 63000 - 77000 £ per year.
Fram is working with a high-calibre independent financial planning firm that is looking to hire an experienced Head of Financial Planning to lead its team in Yorkshire.
This is a senior leadership appointment, offering the opportunity to influence the direction of an established and growing business while leading a team of Planners and Paraplanners.
The role combines leadership, commercial oversight, and strategic development.
The successful individual will be responsible for coaching and developing advisers, maintaining high advice standards, and helping to shape the firm's financial planning proposition as it continues to evolve.
Working closely with the senior leadership team, they will contribute to business strategy, drive performance, and ensure the advisory function continues to deliver an outstanding client experience.
Alongside team leadership, the position involves supporting business growth, developing processes, identifying opportunities to enhance the client proposition, and fostering a collaborative, high-performing culture.
This is a visible role within the business and would suit someone who enjoys influencing both people and strategy.
This may appeal to an experienced Financial Planner with an established background in managing adviser teams and operating at a senior level within a financial planning business.
The firm is looking for a commercially aware leader who is confident coaching advisers, driving performance, and contributing to the wider success of the organisation.
Previous management experience will be essential, together with the credibility and communication skills to engage with advisers, senior stakeholders, and clients where appropriate.
The firm will consider applications from individuals looking to relocate to Yorkshire, provided they have the relevant leadership and management experience.
Applicants must have the right to work in the UK. TPBN1_UKTJ
Head of Financial Planning employer: Fram Executive Search Limited
Fram is an exceptional employer, offering a unique opportunity for a Corporate Tax Manager to specialise in the dynamic EIS and SEIS landscape, pivotal to the UK’s startup ecosystem. With a flexible work environment that supports remote or in-person arrangements, employees benefit from a culture of collaboration and innovation, alongside opportunities for professional growth and direct engagement with entrepreneurial clients. The company prioritises employee development and encourages contributions to enhance internal processes, making it an ideal place for those seeking meaningful and rewarding work.
Contact Details:
Fram Executive Search Limited Recruitment Team
