At a Glance
- 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 full support infrastructure.
- Other info: Pathway to senior leadership and potential equity discussions.
- 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.
The predicted salary is between 80000 - 100000 £ per year.
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.
Remote Head of Financial Planning in Maidstone employer: Ortus Psr
Join a prestigious Chartered financial planning firm that prioritises professional growth and a collaborative work culture. As the Remote Head of Financial Planning, you will benefit from a supportive infrastructure that allows you to focus on leadership while enjoying an attractive salary package and performance bonuses. This role offers a unique opportunity to shape the future of financial advice delivery and foster a positive team environment, making it an excellent choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Head of Financial Planning in Maidstone
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus Psr. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Remote Head of Financial Planning in Maidstone
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 Ortus Psr.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus Psr's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus Psr
✨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 Ortus Psr.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus Psr will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus Psr 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.
