Head of Financial Planning Creation

An exciting opportunity has opened up in our Private Clients Division for a Head of our Financial Planning Creation team. This role will primarily involve managing a team of financial planners and collaborating with other teams to service clients. The successful candidate will have experience in people management, team development, and client-facing aspects.

Requirements

• Manage a high performing team of financial planners (c.12-14 people) with mixed experience levels
• Design, implement and monitor a comprehensive training strategy for existing team members and new joiners
• Manage and implement individual objectives and career progression paths for existing team members
• Engage and manage key stakeholders within wider team and the adviser segments
• Review & sign off on work to ensure it meets quality standards
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role

Benefits

• Health and Wellbeing
• Reward and Recognition
• Growth and Development
• Positive Workplace
• Values and Culture