Head of financial planning

Overview

An outstanding vacancy has arisen for Head of Financial Planning within a regional financial advice firm in Scotland. Having gone through a period of change and replicating the same position in other areas, the company are keen to replicate the same success here. It is a key hire, an exciting time to be joining and a unique opportunity to help lead the team, see the impact your duties make and drive performance. This is not a regulated position, but it will lead a team of 15 planners based mainly in central Scotland with 1 direct report to help them exceed their targets, implement strategies and ensure that the best compliant advice is given to their clients.Responsibilities

Leading the team of financial planners to ensure targets, client outcomes and efficiencies are exceeded by working alongside the regional leadership team, implementing strategies and promoting collaboration.Driving client experience to the highest quality, coaching and mentoring the teams, supporting professional development and assessing via measurable metrics in line with regulations and standards.Keeping up to speed with industry regulation, rolling out new products and technical products and procedures to promote efficiency.Working closely with the regional heads of other departments to aid collaboration across the teams in the area, in addition to recruitment, succession planning and overall growth of the ..... full job details .....