A highly successful Wealth Management firm, running Wealth Planning / Financial Planning for HNW clients - with rapid recent growth and further material growth planned. The Role: The Head of Finance Strategy (Wealth Planning Business) will initially report to the Group CFO of the Wealth Management firm. This role is a senior Finance leadership role and Wealth Planning business experience is essential. The Head of Finance Strategy (Wealth Planning Business) is a newly created Senior role within the Finance function of the Wealth Planning & Wealth Management business, the position will be responsible for overseeing the delivery of Financial direction and reporting to the growing Wealth Planning division of the Group. The role will take the lead on developing best practice operational processes within the business focussing on the effective capture, maintenance, update and reporting of the key financial measures associated with Wealth Planning. The Head of Finance Strategy (Wealth Planning Business) will lead the modernisation and systemisation of these processes working alongside Senior Business leaders within the Wealth Management business in ensuring that best practice is implemented in an efficient and scalable manner. The role will work closely with the CFO and the Financial Control and Business Partnering functions within the wider Finance team and liaise directly with the Wealth Planning Managing Director to ensure that the processes are effectively embedded within the business. The success candidate will be challenging the strategic decision making of the Wealth Planning business drawing on experience from operating in a Wealth Planning business of scale in a previous role. Ensure that operational process changes in the Wealth Planning business factor in the priorities required for the efficient delivery of timely and accurate financial reporting. The Head of Finance Strategy (Wealth Planning Business) will supervise the prioritisation and implementation of the Financial Reporting aspects of strategic change initiatives across the Wealth Planning business, working closely with the Financial Control and Business Partner functions within the Finance team. Constructively challenge the leadership of the Wealth Planning business in their strategic decision making, ensuring consistency with achieving growth in an efficient, scalable and well controlled manner, introducing best practice controls and reporting leveraging previous experience in a similar firm. Coordinate multiple delivery priorities across the Finance team and recommend opportunities for improving key Wealth Business financial processes. The Head of Finance Strategy (Wealth Planning Business) will coordinate the financial aspects of transitioning from an independent financial planning business model to that of a restricted and highly integrated business, maximising economic value to the business whilst ensuring good client outcomes are paramount The Candidate

Senior Finance experience – Finance leadership within a Wealth Planning or Financial Planning business (Head of Finance / Finance Director) Strategic Finance experience - within Wealth Planning business Ideally a fully qualified accountant (e.g., ACA/ACCA/CIMA/CPA) or equivalent professional qualification. Proven experience in a senior finance role with responsibility for planning and strategy. Demonstrable experience in financial or wealth planning functions. Experience in budgeting, forecasting, financial modelling, and scenario planning. Experience in developing and implementing financial policies, controls, and governance.

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