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.
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 Surrey 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 not only lead a talented team but also have the unique opportunity to shape the future of client advice delivery while enjoying a competitive salary and performance bonuses. With a strong emphasis on mentorship and continuous improvement, this role offers a pathway to senior leadership and equity discussions, making it an ideal environment for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Head of Financial Planning in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world 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 practising common questions and scenarios specific to leadership in financial planning. Think about how you can showcase your mentoring skills and your approach to driving client outcomes.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for roles that excite you, and tailor your approach to show why you’re the perfect fit for their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and how you can contribute to their success.
We think you need these skills to ace Remote Head of Financial Planning in Surrey
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 expertise, and any achievements that showcase your ability to drive client outcomes.
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 you can lead our team to success. Be sure to mention specific examples of how you've influenced business strategy or improved processes in the past.
Showcase Your Leadership Style:In your application, give us a glimpse of your leadership style. Share how you inspire and mentor others, and how you maintain high standards of client excellence. We want to see how you can shape a positive team culture!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it shows us you're keen on joining our team!
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 demonstrate your expertise in cashflow modelling. This will show that you’re not just a leader, but also a hands-on planner who can guide your team effectively.
✨Showcase Your Leadership Style
Prepare examples of how you've successfully led or mentored teams in the past. Think about specific situations where you inspired others or improved processes. This is your chance to highlight your natural leadership qualities and how you can shape a positive team culture.
✨Understand the Business Strategy
Familiarise yourself with the firm's goals and how they align with client outcomes. Be ready to discuss how you can influence business decisions and drive revenue growth while maintaining a client-first approach. This shows that you’re commercially minded and committed to long-term relationships.
✨Prepare Questions
Have thoughtful questions ready for your interviewers. Ask about their vision for the financial planning function and how they see the role evolving. This demonstrates your genuine interest in the position and helps you assess if the firm’s values align with yours.
