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Head of Financial Planning

Job description

Are you ready for a new challenge? Are you seeking to move into a management role with a clearly defined route of progression to board level?

I have an exceptional opportunity to join an outstanding IFA business who is seeking a Head of Financial Planning as the business continues to thrive.

The company is growing rapidly with both employed Advisors and AR's with collaboration and team work fundamental to its success.

The successful Head of Financial Planning will be provide direction and focus to the team of Advisors, as well as developing them, to understand their own value and how they can benefit clients.

With an Advisor academy in the pipeline, the Head of Financial Planning will be responsible for establishing and leading the project.

As well as driving performance, the Head of Financial planning will be expected to add strategic value to the business by offering ways to grow the business.

The successful candidate will be minimum Level 4 Qualified (ideally Chartered or working to wards it) and have experience of leading a team of Advisors with a strong track record of performance.

The role will require 2 days in the office with some travel nationwide.

A fantastic opportunity to be a part of a company with exciting growth plans over the foreseeable future.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.