Head of Financial Planning

BWD Search & Selection; Greater London; Hybrid; GBP 130,000 - 165,000; Full time

Job summary

A renowned financial advisory firm in London is seeking a Head of Financial Planning with a salary of £130k–£165k plus bonus and benefits. This hybrid role involves leading and developing a team while driving business through external engagement. The ideal candidate will possess strong leadership skills and experience in strategic planning. This position offers the opportunity to significantly impact the firm's growth and enhance client service.

Benefits

Bonus

Benefits

Flexible working (2 days WFH)

Qualifications

• Proven experience in leadership roles within financial planning.
• Strong ability to drive team performance and client engagement.
• Experience in developing and implementing strategic plans.

Responsibilities

• Lead and develop a team of advisers to enhance client-first financial planning.
• Act as a visible ambassador, building relationships with external stakeholders.
• Drive new business through structured PI strategy and events.
• Implement efficiency in workflows and tech adoption.

Skills

Leadership

Team Development

Strategic Planning

Client Relationship Management

Job description

Job Description

Head of Financial Planning | £130k–£165k + bonus + benefits

Hybrid (2 days WFH) | London

Lead a planning function where advice excellence, culture and commercial growth go hand‑in‑hand.

We’re partnered with a brilliant values‑driven Chartered Financial Planning firm at a key moment in their evolution. They’re looking for a Head of Financial Planning who can elevate the adviser team, strengthen external visibility, and turn the planning function into a genuine growth engine.

If you’re a strategic, motivational leader who thrives on driving standards, empowering advisers and shaping the future direction of a high‑performing planning function, this is the move that lets you make a defining impact.

You’ll :

💡 Lead, coach and develop a team of advisers to deliver consistently high‑quality, client‑first financial planning.

💡 Be a visible external ambassador — building relationships with solicitors, accountants, introducers and professional networks.

💡 Drive new business through external engagement, events and a structured PI strategy.

💡 Bring structure, discipline and efficiency to workflows, tech stack adoption and operational processes.

💡 Use data and KPIs to improve performance, sp...