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- Tasks: Lead a team of financial planners and shape client advice delivery.
- Company: Respected Chartered financial planning firm with a focus on collaboration.
- Benefits: Attractive salary, performance bonuses, and comprehensive support infrastructure.
- Why this job: Make a lasting impact while developing others and driving business growth.
- Qualifications: Chartered Financial Planner with leadership experience and strong planning skills.
- Other info: Pathway to senior leadership and potential equity discussions.
The predicted salary is between 64000 - 80000 £ per year.
Job Description
Take on a career-defining leadership role with a respected Chartered financial planning firm. As Head of Financial Planning, you will lead a team of talented planners, shape the way advice is delivered, and play a central role in driving the firm’s growth and client outcomes.
This is a high-impact position for an experienced leader or senior financial planner who thrives on mentoring others, improving processes, and influencing business strategy while maintaining the highest standards of technical and client excellence.
Your Impact
• Lead and inspire: Take responsibility for the firm’s financial planners, setting the tone for technical excellence, compliance, and client outcomes.• Shape the advice journey: Partner with paraplanners and support staff to streamline processes, ensuring a seamless, high-quality client experience.• Grow the business: Support advisers in winning and retaining clients, driving revenue growth in a sustainable, client-first way.• Act as the voice of the planners: Represent the planning team at senior level, influencing business decisions and driving continuous improvement.• Lead by example: Maintain your own client relationships and demonstrate best-practice holistic financial planning.
About You
• Chartered Financial Planner (or close to completion) with strong holistic and technical planning skills.• Proven experience leading or mentoring a team of financial planners/advisers, or operating in a senior client-facing capacity with leadership responsibilities.• Skilled in cashflow modelling and comfortable with complex financial planning cases.• Commercially minded but committed to client outcomes and long-term relationships.• A natural leader who enjoys developing others and shaping a positive team culture.• Ideally, able to transition an existing client book or professional network.
What’s on Offer
• Attractive package: £80,000 – £100,000 base salary plus performance bonus and benefits.• Strategic influence: A genuine opportunity to shape how advice is delivered and how the planning function grows.• Full support infrastructure: Paraplanning, admin, and lead generation provided, allowing you to focus on leadership and high-value work.• Professional culture: Work with a Chartered, client-focused firm that values collaboration, quality, and care.• Career progression: Pathway to senior leadership, with scope for equity discussions for the right individual.
This is your opportunity to make a lasting impact — leading a planning function, developing people, and helping grow a respected firm that puts quality advice and client relationships first.
Apply now to explore how this opportunity can accelerate your career.
Head of Financial Planning employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Planning
✨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
Show off your leadership skills! When you get the chance to chat with potential employers, highlight your experience in mentoring and leading teams. They want to see how you can inspire others and drive results.
✨Tip Number 3
Be ready to discuss your vision! Prepare to talk about how you would shape the advice journey and improve processes. Employers love candidates who can think strategically and have a clear plan for growth.
✨Tip Number 4
Apply through our website! We make it easy for you to showcase your skills and experience. Plus, it shows you're serious about joining our team and making a difference in financial planning.
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 skills and experiences that align with the Head of Financial Planning role. Highlight your leadership experience, technical skills, and any achievements that showcase your ability to drive client outcomes.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this position. Share your passion for financial planning, your approach to mentoring others, and how you plan to shape the advice journey at our firm.
Showcase Your Leadership Style: In your application, give us a glimpse of your leadership style. We want to know how you inspire and develop your team, as well as how you maintain high standards of client excellence while driving business growth.
Apply Through Our Website: We encourage you to apply directly through our website. This way, we can ensure your application gets the attention it deserves, and you can easily keep track of your application status!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your technical knowledge and holistic financial planning skills. Be ready to discuss complex cases and cashflow modelling, as these are crucial for the role. Show that you’re not just a leader but also a hands-on expert.
✨Showcase Your Leadership Style
Prepare examples of how you've successfully led or mentored teams in the past. Highlight your ability to inspire others and improve processes. This is your chance to demonstrate how you can set the tone for technical excellence and client outcomes.
✨Understand the Business Strategy
Familiarise yourself with the firm's goals and how they align with client-first values. Be ready to discuss how you can contribute to revenue growth while maintaining long-term relationships. This shows you’re commercially minded and committed to the firm’s success.
✨Be the Voice of the Planners
Think about how you can represent the planning team at a senior level. Prepare to discuss how you would influence business decisions and drive continuous improvement. This will show that you understand the importance of collaboration and team culture.
