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- Tasks: Lead a dynamic financial planning team and drive strategic growth initiatives.
- Company: A rapidly expanding financial planning practice with a collaborative leadership culture.
- Benefits: Attractive six-figure salary, performance bonuses, and corporate benefits.
- Why this job: Join a successful team and shape the future of financial planning during exciting growth.
- Qualifications: Experienced financial leader with team management and strategic input skills.
- Other info: Opportunity to make a significant impact in a supportive and ambitious environment.
The predicted salary is between 43200 - 72000 £ per year.
Nigel James Associates have been retained by a regional financial planning practice to secure a new Head of Financial Planning as part of their restructure and continued expansion.
The role will be reporting directly into the CEO and you will be part of the Senior Leadership Team. You will have line management of the Financial Planners and day to day operational management responsibilities. You would have strategic involvement and there is an emphasis on growth with ambitious goals being set. The T&C team would work alongside you to help manage the Financial Planners effectively and ensure great client service and outcomes.
Requirements
- To be considered for this role you will need to be an experienced financial/wealth planning leader.
- You would have had exposure to managing large teams and having strategic input/responsibilities at a senior leadership level.
- You will have the gravitas to gain the respect of established Financial Planners and be able to mentor at this level as well as more junior Financial Planners still developing their careers/skillset.
- You will have the ability to build business and experience of establishing professional relationships and other business channels to ensure your Advisers achieve their targets.
- This company has set out to double in size over the next 5 years and requires somebody that has a commercial mindset and the ability to help develop the strategy to achieve and execute.
- You will have industry specific qualifications (min Level 4/DipFS qualified) and thorough knowledge of the financial planning process.
Why join?
This is a senior opportunity to lead a highly successful financial planning team/business through this exciting time of growth. It is a role with an abundance of scope to make it your own, working as part of a highly collegiate leadership team/company.
There is an attractive six figure basic on offer plus bonuses based on performance and corporate benefits included.
What next?
For more information or a confidential discussion, please get in touch. Or to apply, please send through an up-to-date copy of your CV.
Head of Financial Planning in Bristol employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Planning in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its leadership team, especially since you'll be working closely with the CEO. Show them you’re not just another candidate; you’re the one who can help them double in size!
✨Tip Number 3
Showcase your leadership skills! Be ready to discuss your experience managing large teams and how you've successfully mentored Financial Planners in the past. They want to see that you can inspire and lead a team to achieve ambitious goals.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Head of Financial Planning in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Head of Financial Planning role. Highlight your leadership experience, strategic input, and any relevant qualifications. We want to see how your background aligns with our ambitious goals!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples that demonstrate your ability to lead teams and drive growth. This will help us see the impact you've made in previous roles.
Be Authentic: Let your personality shine through in your application. We’re looking for someone who can connect with our team and clients alike. Share your passion for financial planning and how you can contribute to our exciting growth journey.
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 don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Nigel James Associates 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 used data to drive growth in previous roles. This shows you’re not just a leader but also someone who understands the numbers behind the strategy.
✨Showcase Your Leadership Style
Prepare to talk about your experience managing large teams. Think of specific examples where you’ve successfully mentored both senior and junior planners. Highlight your approach to leadership and how you foster a collaborative environment, as this will resonate well with the Senior Leadership Team.
✨Strategic Vision is Key
Since the company aims to double in size, come prepared with ideas on how to achieve this. Discuss your past experiences in strategic planning and how you can contribute to the company's ambitious goals. This will show that you’re aligned with their vision and ready to take action.
✨Build Rapport with the Interviewers
Establishing professional relationships is crucial in this role. During the interview, engage with your interviewers by asking insightful questions about their current challenges and goals. This not only demonstrates your interest but also your ability to connect with others, which is vital for a leadership position.
