At a Glance
- Tasks: Lead a team of financial planners and shape client advice delivery.
- Company: Respected Chartered financial planning firm focused on collaboration and quality.
- Benefits: Competitive salary, performance bonus, and career progression opportunities.
- Other info: Opportunity to transition an existing client book and influence business strategy.
- Why this job: Make a lasting impact while mentoring others and driving business growth.
- Qualifications: Chartered Financial Planner with leadership experience and strong technical skills.
The predicted salary is between 65000 - 80000 £ per year.
Take on a career-defining leadership role with a respected Chartered financial planning firm. As
Head of Financial Planning
, you will lead a team of talented planners, shape the way advice is delivered, and play a central role in driving the firm’s growth and client outcomes.
This is a high-impact position for an experienced leader or senior financial planner who thrives on mentoring others, improving processes, and influencing business strategy while maintaining the highest standards of technical and client excellence.
Take responsibility for the firm’s financial planners, setting the tone for technical excellence, compliance, and client outcomes.
- Partner with paraplanners and support staff to streamline processes, ensuring a seamless, high-quality client experience.
- Grow the business: Support advisers in winning and retaining clients, driving revenue growth in a sustainable, client-first way.
- Represent the planning team at senior level, influencing business decisions and driving continuous improvement.
- Maintain your own client relationships and demonstrate best-practice holistic financial planning.
Chartered Financial Planner (or close to completion) with strong holistic and technical planning skills.
- Proven experience leading or mentoring a team of financial planners/advisers, or operating in a senior client-facing capacity with leadership responsibilities.
- Skilled in cashflow modelling and comfortable with complex financial planning cases.
- Commercially minded but committed to client outcomes and long-term relationships.
- Ideally, able to transition an existing client book or professional network.
80,000 – £100,000 base salary plus performance bonus and benefits.
- Work with a Chartered, client-focused firm that values collaboration, quality, and care.
- Career progression: This is your opportunity to make a lasting impact — leading a planning function, developing people, and helping grow a respected firm that puts quality advice and client relationships first.
Apply now to explore how this opportunity can accelerate your career.
Remote Head of Financial Planning in Woking employer: Grabjobs
Join a prestigious Chartered financial planning firm that prioritises collaboration, quality, and care in a remote setting. As the Head of Financial Planning, you will not only lead a talented team but also have the opportunity to shape the future of client advice while enjoying a competitive salary and performance bonuses. With a strong focus on employee growth and a commitment to maintaining high standards, this role offers a unique chance to make a significant impact in a supportive and dynamic work culture.
