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Permanent

Head of Financial Planning

Berkhamsted
money-bag 60000.00-60000.00 Annual
3085443219
Posted Today

Head of Advice and ParaplanningBerkhamsted, Hertfordshire Hybrid (3 office / 2 WFH)£60,000 - £70,000 DOE + BenefitsFull Time Leading Wealth Management FirmAre you an experienced Paraplanning Manager, Senior Paraplanner, or Advice professional ready to step into a strategic leadership role?We''re supporting a highly reputable IFA firm in Berkhamsted who are seeking a Head of Advice and Paraplanning to lead their growing team of Advisers and Paraplanners.This role has become available due to retirement - an exciting opportunity to shape the future of the advice function, drive technical excellence, and play a key part in the firm''s next stage of growth.The OpportunityYou''ll oversee a team of approximately 15 Paraplanners and Employed AdvisersWorking closely with the Operations Director, you''ll lead the full Advice and Paraplanning function-ensuring high standards, strong technical output, adviser performance, and a smooth end?to?end advice journey.This is a hands?on leadership role with huge scope to influence process improvement, adviser development, AI-driven efficiency projects, and firm-wide strategy.Key ResponsibilitiesLeadership and Team DevelopmentLead, coach and mentor Advisers and ParaplannersConduct 1:1s, performance reviews, training, and development planningManage workflow, resource planning, and team KPIsOversee onboarding, induction, and upskilling of new hiresAdvice Delivery and Technical ExcellenceShape and refine the firm''s advice standards and paraplanning

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