Job description
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) preferred
- 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.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
