Head Of Financial Planning

Description:

Head of Financial Planning 

Lead a planning function where advice excellence, culture and commercial growth go hand-in-hand.

We’re partnered with a brilliant values-driven Chartered Financial Planning firm at a key moment in their evolution. They’re looking for a Head of Financial Planning who can elevate the adviser team, strengthen external visibility, and turn the planning function into a genuine growth engine.

If you’re a strategic, motivational leader who thrives on driving standards, empowering advisers and shaping the future direction of a high-performing planning function, this is the move that let's you make a defining impact.

You’ll:

💡 Lead, coach and develop a team of advisers to deliver consistently high-quality, client-first financial planning.

💡 Be a visible external ambassador — building relationships with solicitors, accountants, introducers and professional networks.

💡 Drive new business through external engagement, events and a structured PI strategy.

💡 Bring structure, discipline and efficiency to workflows, tech stack adoption and operational processes.

💡 Use data and KPIs to improve performance, spot trends and drive commercial decision-making.

You’ll Bring:

✅ Well qualified individual with strong technical expertise in holistic financial planning.

✅ Proven leadership experience with the ability to raise adviser standards and inspire high performance.

✅ Strong external presence - confident building introducer relationships and representing the firm publicly.

✅ A commercial mindset that balances client outcomes, adviser development and business growth.

✅ Operational discipline - organised, proactive and able to embed structure and accountability across the team.

✅ Data fluency, using KPIs and insights to drive improved performance and consistency.

You’ll Get:

💼 A pivotal leadership role shaping the future of a respected Chartered Planning firm.

💼 True influence - trusted by the Board and MD to lead, drive performance and represent the business externally.

💼 Competitive salary, bonus and a comprehensive benefits package.

💼 A values-led culture driven by excellence, ambition, optimism and helping others.

💼 The opportunity to elevate a planning function and build long-term commercial momentum.