At a Glance
- Tasks: Lead and develop the Financial Planning function, driving growth and compliance.
- Company: Respected wealth management firm with a client-first culture.
- Benefits: Competitive salary, benefits package, and clear career progression.
- Other info: Opportunity for innovation and continuous improvement in a dynamic role.
- Why this job: Shape strategy and influence at a senior level in a collaborative environment.
- Qualifications: Proven leadership in Financial Planning, with strong communication and analytical skills.
The predicted salary is between 80000 - 100000 £ per year.
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
- 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.
Please note: this role is not suitable for candidates within an FP&A/Accountancy remit. Due to the nature of the role, the role is suited to a Financial Advice/Wealth Management professional.
Head of Financial Planning employer: IDEX Consulting
Join a highly respected wealth management firm that prioritises a client-first culture and offers a collaborative work environment. As the Head of Financial Planning, you will have the unique opportunity to shape strategy and lead a high-performing team, all while enjoying a competitive salary and benefits package that supports your professional growth and long-term career progression.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Financial Planning
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors that a CV just can't.
✨Showcase Your Expertise
When you get the chance to chat with hiring managers or during interviews, make sure to highlight your experience and achievements in Financial Planning. Use specific examples to demonstrate how you've driven growth and led teams successfully.
✨Prepare for the Interview
Do your homework on the company and its culture. Be ready to discuss how your vision aligns with their goals, especially around client-centric strategies. This shows you're not just looking for any job, but that you're genuinely interested in contributing to their success.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and making an impact in the Financial Planning space.
We think you need these skills to ace Head of Financial Planning
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific 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 explain why you're the perfect fit for this role. Share examples of how you've driven growth and developed 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 influence at a senior level and contribute to strategic direction. We want to see how you can shape and execute financial planning strategies that align with business objectives.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Numbers
As a candidate for the Head of Financial Planning role, it's crucial to be well-versed in financial metrics and performance indicators. Brush up on key financial planning concepts and be ready to discuss how you've driven growth and compliance in previous roles.
✨Showcase Your Leadership Style
This position requires strong leadership skills, so be prepared to share specific examples of how you've built and managed high-performing teams. Discuss your approach to recruitment, performance management, and how you foster a client-first culture within your team.
✨Demonstrate Strategic Thinking
The firm is looking for someone who can influence at a senior level. Prepare to talk about your experience in shaping financial strategies and how you've aligned them with broader business objectives. Highlight any innovative solutions you've implemented that have led to significant improvements.
✨Build Rapport with Stakeholders
Strong relationships are key in this role. Think about how you've successfully collaborated with internal stakeholders and external providers in the past. Be ready to discuss your professional network and how it can benefit the firm’s financial planning proposition.
