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For Companies At a Glance
- Tasks: Lead and develop the Financial Planning function, driving growth and delivering high-quality advice.
- Company: Respected wealth management firm with a focus on client-centric solutions.
- Benefits: Competitive salary, bonus, benefits, and clear career progression opportunities.
- Other info: Opportunity to build successful teams and drive innovation.
- Why this job: Shape strategy and influence change in a collaborative environment.
- Qualifications: Proven leadership in Financial Planning, with strong communication and analytical skills.
The predicted salary is between 36000 - 60000 £ per year.
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&L management
- Ensuring robust compliance with regulatory requirements and maintaining high advice standards
- Managing and developing a high-performing team, including recruitment, performance management, and succession planning
- Maintaining and enhancing Training & Competency (T&C) frameworks
- Building and maintaining strong relationships with internal stakeholders and external providers
- Identifying and developing new business opportunities through professional networks
- Championing a strong client-first culture, embedding regulatory principles such as Consumer Duty
About You
To be successful in this role, you will be a proven leader within Financial Planning or Wealth Management, with the ability to influence at a senior level and drive meaningful change.
You will have:
- A minimum Level 4 qualification (CII or equivalent), with Chartered status (Level 6) preferred
- Extensive experience in Financial Planning, including regulatory and advice frameworks
- Strong leadership and people management experience, with a track record of building successful teams
- Demonstrated ability to influence senior stakeholders and contribute to strategic direction
- Business development experience and an established professional network
- Excellent communication, analytical, and decision-making skills
- A proactive, forward-thinking approach with the ability to drive innovation and continuous improvement
Why Apply?
- Opportunity to shape and lead a key business function
- Influence strategy at a senior level
- Work within a collaborative, client-focused environment
- Competitive salary and benefits package
- Clear scope for impact, growth, and long-term career progression
If you are an experienced Financial Planning leader looking for your next strategic challenge, we would welcome your application.
Head of Financial Planning in Leeds employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Planning in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Head of Financial Planning role.
✨Tip Number 2
Showcase your leadership skills! When you get the chance to chat with potential employers, highlight your experience in managing teams and driving growth. They want to see how you can lead their Financial Planning department to success.
✨Tip Number 3
Be ready to discuss strategy! Prepare to talk about how you've shaped financial planning strategies in the past. This will demonstrate your ability to influence at a senior level and align with the company's objectives.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are passionate about joining us. It shows initiative and gives you a better chance to stand out in the crowd.
We think you need these skills to ace Head of Financial Planning in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Head of Financial Planning role. Highlight your leadership experience and any relevant qualifications, like your Level 4 or Chartered status, to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of how you've driven growth and led teams in the past, and don’t forget to mention your client-first approach.
Showcase Your Strategic Thinking: In your application, demonstrate your ability to shape strategy and influence at a senior level. We want to see how you’ve contributed to business development and how you plan to drive innovation in our Financial Planning function.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Head of Financial Planning, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've driven growth in previous roles. Prepare examples that showcase your P&L management skills.
✨Showcase Your Leadership Style
This role requires strong people management skills. Be prepared to talk about your leadership approach, how you’ve developed high-performing teams, and your strategies for recruitment and succession planning. Use specific examples to illustrate your success.
✨Understand Regulatory Frameworks
Compliance is crucial in financial planning. Familiarise yourself with the latest regulatory requirements and be ready to discuss how you’ve ensured compliance in past roles. Highlight your commitment to maintaining high advice standards.
✨Build Relationships
This position involves working closely with internal stakeholders and external providers. Think about how you’ve built and maintained professional relationships in the past. Be ready to share examples of how these relationships have led to new business opportunities.