At a Glance
- Tasks: Lead and enhance global financial planning for an international wealth management firm.
- Company: Liberty Atlantic Advisors, a growing international wealth management firm.
- Benefits: Leadership role with significant influence and exposure to international markets.
- Other info: Collaborative team environment with opportunities for professional growth.
- Why this job: Shape the future of financial planning and elevate client experiences globally.
- Qualifications: CFP® certification and 5+ years of US financial planning experience required.
The predicted salary is between 80000 - 100000 £ per year.
Liberty Atlantic Advisors is an international wealth management firm serving clients across the United States, United Kingdom, and Europe. We are seeking an experienced financial planning leader to build, lead, and continually enhance our global financial planning function. This is a newly created leadership position based in London and represents an opportunity to take ownership of a core function within a growing international advisory business.
About the Role
The Head of Global Financial Planning will be responsible for the strategic direction, quality, consistency, and delivery of financial planning across the firm. This individual will serve as the firm's subject matter expert for US financial planning while leading the development of planning standards, processes, technology, workflows, quality control, and team development. The successful candidate will play a key role in shaping the future of financial planning at Liberty Atlantic Advisors and ensuring a consistent, high-quality client experience across multiple jurisdictions.
Key Responsibilities
- Lead the firm's global financial planning function
- Serve as the internal subject matter expert for US financial and retirement planning
- Create and review sophisticated financial plans for clients in the United States, United Kingdom, and Europe
- Establish planning standards, best practices, and quality control procedures
- Develop and mentor financial planning professionals
- Support advisors in client annual reviews and planning engagements
- Drive improvements in planning technology and operational workflows
- Collaborate with senior leadership on the strategic development of the planning function
- Build a scalable planning infrastructure that supports continued growth across international markets
Qualifications
- CFP® certification (United States)
- Minimum 5 years of US financial planning experience
- Deep knowledge of US retirement, tax, estate, and financial planning concepts
- Experience producing and reviewing comprehensive financial plans
- Experience using financial planning software
- Strong leadership and team development skills
- Excellent written and verbal communication skills
- Ability and willingness to travel within Europe and to the United States
- Legal ability to live and work in the United Kingdom
Why Join Liberty Atlantic Advisors?
- Opportunity to own and shape an entire business function
- Exposure to clients and advisors across multiple international markets
- Leadership role with significant influence on firm strategy
- Growing and entrepreneurial organisation
- Collaborative and highly professional team environment
If you are an ambitious financial planning professional who wants to build, lead, and elevate a world-class planning function, we would love to hear from you.
Head of Global Financial Planning employer: Liberty Atlantic Advisors
Liberty Atlantic Advisors is an exceptional employer, offering a unique opportunity to lead and shape the global financial planning function within a growing international wealth management firm based in London. With a collaborative and professional work culture, employees benefit from exposure to diverse international markets, significant leadership influence, and ample opportunities for personal and professional growth. Join us to be part of a dynamic team that values innovation and excellence in client service.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Global Financial Planning
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We think you need these skills to ace Head of Global Financial Planning
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Liberty Atlantic Advisors.
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How to prepare for a job interview at Liberty Atlantic Advisors
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Liberty Atlantic Advisors.
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✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Liberty Atlantic Advisors employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
