At a Glance
- Tasks: Lead a team of financial planners and shape the firm's strategy.
- Company: High-calibre independent financial planning firm in Yorkshire.
- Benefits: Competitive salary, leadership role, and opportunity for professional growth.
- Other info: Join a collaborative culture focused on high performance and innovation.
- Why this job: Influence business direction and enhance client experiences in a dynamic environment.
- Qualifications: Experienced Financial Planner with leadership and coaching skills.
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 ...
Head of Financial Planning employer: Fram Executive Search
Join a dynamic financial services firm that prioritises employee growth and fosters a collaborative work culture. As a Mortgage Adviser, you'll benefit from a steady stream of client referrals, allowing you to focus on delivering exceptional advice and building lasting relationships. With a commitment to professional development and a supportive team environment, this role offers a rewarding opportunity for those looking to make a meaningful impact in the mortgage sector.
We think you need these skills to ace Head of Financial Planning
Leadership
Coaching
Strategic Development
Commercial Awareness
Team Management
Performance Management
Financial Planning
