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Job Description

Head of Financial Planning

Location: Leeds

Salary: Competitive + Bonus + Benefits

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 Role

As 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 objectives Driving the growth and development of the Financial Planning proposition Overseeing departmental performance, including P&L management Ensuring robust compliance with regulatory requirements and maintaining high advice standards Managing and developing a high-performing team, including recruitment, performance management, and succession planning Maintaining and enhancing Training & Competency (T&C) frameworks Building and maintaining strong relationships with internal stakeholders and external providers Identifying and developing new business opportunities through professional networks Championing a strong client-first culture, embedding regulatory principles such as Consumer Duty

About You

To be successful in this role, you will be a proven leader within Financial Planning or Wealth Management, with the ability to influence at a senior level and drive meaningful change.

You will have:

A minimum Level 4 qualification (CII or equivalent), with Chartered status (Level 6) Extensive experience in Financial Planning, including regulatory and advice frameworks Strong leadership and people management experience, with a track record of building successful teams Demonstrated ability to influence senior stakeholders and contribute to strategic direction Business development experience and an established professional network Excellent communication, analytical, and decision-making skills A proactive, forward-thinking approach with the ability to drive innovation and continuous improvement

Why Apply?

Opportunity to shape and lead a key business function Influence strategy at a senior level Work within a collaborative, client-focused environment Competitive salary and benefits package Clear scope for impact, growth, and long-term career progression

If you are an experienced Financial Planning leader looking for your next strategic challenge, we would welcome your application.

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.