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- Tasks: Lead a dynamic financial planning team and drive strategic growth initiatives.
- Company: Join a rapidly expanding financial planning practice with a collaborative leadership team.
- Benefits: Attractive six-figure salary, performance bonuses, and corporate benefits.
- Why this job: Shape the future of financial planning while mentoring talented professionals.
- Qualifications: Proven leadership experience in financial planning and industry-specific qualifications required.
- Other info: Exciting opportunity to make a significant impact during a period of growth.
The predicted salary is between 36000 - 60000 £ 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.
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 London 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 London
✨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 interviews by researching the company and its leadership team. Understand their goals and challenges, especially since they’re aiming to double in size. This will help you tailor your responses and show that you’re genuinely interested in contributing to their growth.
✨Tip Number 3
Showcase your leadership skills during interviews. Be ready to discuss your experience managing large teams and how you've successfully mentored both seasoned and junior Financial Planners. This is your chance to demonstrate your gravitas and strategic mindset!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that Head of Financial Planning role.
We think you need these skills to ace Head of Financial Planning in London
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 strategic input you've had in previous positions to show us you're the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how your vision aligns with our ambitious growth goals. Be sure to mention any relevant qualifications and your approach to mentoring teams.
Showcase Your Achievements: When detailing your past roles, focus on quantifiable achievements. Did you lead a team that exceeded targets? Did you implement a strategy that improved client outcomes? We want to see how you've made an impact in your previous positions.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can ensure your application gets the attention it deserves and you can easily keep track of your progress!
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 Financial 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
This role involves strategic input, so come prepared with ideas on how to achieve ambitious growth goals. Discuss your past experiences in developing and executing strategies that led to significant business expansion. This will show that you’re aligned with their vision of doubling in size over the next five years.
✨Build Rapport with Real Examples
Establishing professional relationships is crucial. Be ready to share stories of how you’ve built successful partnerships or business channels in the past. This not only demonstrates your networking skills but also your ability to help Advisers achieve their targets through collaboration.
