Head of Financial Planning and Advice
Our client is a growing IFA firm who is seeking an experienced and commercially minded financial planning leader to take responsibility for a high-performing advisory function. This role combines strategic leadership with client-facing advisory work, offering the opportunity to influence business growth, shape adviser development, and deliver outstanding outcomes for affluent and high-net-worth clients.As part of the senior leadership team, you will drive the direction of the advisory business, ensuring the delivery of exceptional financial planning services, sustainable growth, regulatory excellence, and a strong client-focused culture.The position is split between leadership responsibilities and maintaining a select portfolio of personal clients.Role and Responsibilities:Lead, inspire and develop a team of Financial Planners and Advisers.Create and embed a high-performance culture focused on professionalism, accountability and client outcomes.Develop workforce and succession plans to ensure adviser capacity supports future growth.Oversee adviser recruitment, onboarding, development and retention strategies.Support business integration activity, including the successful onboarding of new advisers and acquired businesses.Deliver sustainable revenue growth through effective leadership of the advisory team.Monitor and improve key commercial indicators, including adviser productivity, client profitability and new client acquisition.Manage a portfolio of high-net-worth and ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!