Head of Financial Planning

Head of Financial Planning

Full-Time No home office possible
IDEX Consulting Ltd

Head of Financial Planning Location: Leeds Salary: Competitive + Bonus + Benefits A highly respected and well-established wealth management firm is seeking an experienced and strategic Head of Financial Planning to lead, develop, and grow its Financial Planning function. This is a senior leadership opportunity for an ambitious individual who can combine technical expertise, commercial awareness, and people leadership to deliver an outstanding client-centric financial planning proposition. The Role As Head of Financial Planning, you will take full responsibility for the leadership and performance of the Financial Planning department. You will play a key role in shaping strategy, driving growth, and ensuring the delivery of high-quality, compliant advice aligned with client best interests. Key responsibilities include: Leading and executing the Financial Planning strategy in line with wider business objectives Driving the growth and development of the Financial Planning proposition Overseeing departmental performance, including P

IDEX Consulting Ltd

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IDEX Consulting Ltd Recruiting Team

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