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Permanent

Head of Financial Planning

Leeds
money-bag 110000.00-110000.00 Annual
3085828633
Posted Yesterday

A highly respected and well-established wealth management firm is seeking an experienced and strategic Head of Financial Planning to lead, develop and grow its financial planning function. This is a senior leadership opportunity for an ambitious individual who can combine technical expertise, commercial awareness and people leadership to deliver an outstanding client-centric financial planning proposition.The RoleAs Head of Financial Planning, you will take full responsibility for the leadership and performance of the financial planning department. You will play a key role in shaping strategy, driving growth and ensuring the delivery of high-quality, compliant advice aligned with client best interests. Key responsibilities include:Leading and executing the financial planning strategy in line with wider business objectivesDriving the growth and development of the financial planning propositionOverseeing departmental performance, including PandL managementEnsuring robust compliance with regulatory requirements and maintaining high advice standardsManaging and developing a high-performing team, including recruitment, performance management and succession planningMaintaining and enhancing training and competency (TandC) frameworksBuilding and maintaining strong relationships with internal stakeholders and external providersIdentifying and developing new business opportunities through professional networksChampioning a strong client-first culture, embedding regulatory principles s

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